Introducing your Financial Adviser
Sam SimpsonAR 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!
- CERTIFIED FINANCIAL PLANNER®
- Bachelor of Commerce
- Advanced Diploma of Financial Services
- Diploma of Financial Services