About Me

Sam has been in the financial planning industry for 25 years. He has a passion in providing professional and ethical comprehensive financial planning advice. His advice ranges from wealth accumulation, retirement planning to aged care planning. Sam is also a senior lecturer at Latrobe University and is a member of the Financial Planning Academic Forum. Sam is an accredited, SMSF, Aged Care, Margin Lending & ASX Listed Product Adviser. High Standards of education, strategy development and ethics is the cornerstone of your business model.