About Me

Samuel is a Founding Partner and Senior Financial Adviser at Esencia Wealth, with over a decade of experience in financial planning. He works with a diverse range of clients, including high income earning professionals and families, business owners and retirees. Sam is known for his candid, professional, and approachable style, which helps build strong, long-term relationships with his clients.

He is committed to staying at the forefront of industry advancements, continually pursuing new strategies and leveraging the latest technology to ensure clients achieve their financial goals. Sam's focus on delivering tailored advice and personalised plans helps each client navigate their unique financial journey with confidence.

Awards
IFA Young Adviser of the Year 2020 (Winner)
IFA Investment Adviser of the Year 2024 (Finalist)
Australian Wealth Management Awards, Adviser of the Year for High Net Wealth (Finalist)

Outside of Work
Sam enjoys spending quality time with his family and his mischievous dog. He is passionate about sports, particularly golf and soccer, and appreciates a great cup of coffee.

For more information or to arrange an initial meeting, please visit our website or give us a call on 02 9188 2903. In addition to our Sydney office, we also have meeting rooms available in Miranda.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Esencia Wealth Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®