About Me

Sam is a director of Mackay Private, a specialist wealth management firm servicing high-net-worth (HNW) clients who require the highest standard of advice, service, and confidentiality.

In 2023, Sam was named a finalist for Investment Adviser of the Year at the 2023 IFA Awards, recognising Australia's top Investment Advice specialist.

In a recent client survey, Sam was described as a trustworthy and caring expert; his point of difference was his willingness to understand and connect with clients. Beyond work, Sam commits time to raising his children, mentoring young professionals, and engaging in charitable initiatives.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Mackay Private Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®