Introducing your Financial Adviser

Sam Simpson
Sam Simpson
AR no: 001003965

I have been a Financial Adviser since 2009, having worked in the financial planning industry since 2007.

I am passionate about empowering people by giving them a sense of direction with, and control of, their financial affairs. It is extremely satisfying being able to have a positive impact on someone's life and join them on their journey to financial freedom.

I really enjoy the personal element of being a Financial Adviser. Meeting people from all walks of life, hearing their stories and building a relationship with them over time is both interesting and rewarding.

I've worked a wide variety of clients, from mums and dads to business owners, high net worth individuals, retirees and young people just starting out on their financial journey.

I look forward to meeting you!

Professional qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Commerce
  • Advanced Diploma of Financial Services
  • Diploma of Financial Services

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