About Me

Hi, I'm Sam. I'm not your average financial expert. I'm a sports enthusiast, dog lover, women’s football coach, and a seasoned financial advisor. But most importantly, I'm your partner in creating financial goals that are as fun and exciting as your life.

Based in Melbourne, I firmly believe that setting financial goals should be an empowering experience, one that aligns with your desired lifestyle. For me, this means having a work-to-life balance and being able to say ‘Yes’ to the things that matter most to me.

As the Director and Financial Advisor of Greene Financial, I've spent the last decade honing my expertise. I moved to Melbourne, from the beachside town of Warrnambool, in 2009 to study a Bachelor of Accounting and Finance, and for the last decade I’ve assisted over 100 individuals in achieving their financial dreams. Today, my greatest value lies in connecting with clients and sharing my financial knowledge to help them align their money with their life.

Check out our website for further information or to book a Discovery Call.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®