Sam is a Certified Financial Planner™ practitioner who holds a Bachelor of Applied Science Degree and Graduate Diploma in Information Systems from the University of Tasmania. He also holds a Graduate Diploma in Financial Planning from the Financial Services Institute of Australia (FINSIA).
Sam is a Practitioner Member of the Financial Planning Association of Australia and a Member-Stockbroking of the Securities and Derivatives Industry Association.
Prior to commencing his career as a financial planner, Sam completed a Graduate Program with the Department of Economic Development in the Tasmanian Government. He has also been in private enterprise within the Agriculture, Aquaculture and Fisheries sectors.
Sam has been involved in the provision of financial advice since 2004 and advises both Corporate and Private clients. He specialises in the use of direct equities to assist his clients meet their wealth and income goals.
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