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Getting to know

Sam McQueen

Financial Adviser | Brisbane

B. Business (Finance & Management), Grad. Dip. Financial Planning

Sam graduated from the Queensland University of Technology in 2020 with Distinction, majoring in Finance and Management.  More recently, she has completed her Graduate Diploma of Financial Planning from Kaplan in 2023 and have recently completed her Professional Year.

Outside of work, Sam loves to cook and keep active! On weekends you can find her outdoors whether that’s heading to the beach or farmers markets, or spending time with friends and family. 

  • Areas of Expertise
    • Deposit and Payment Products – Basic Products
    • Government Debentures, Stocks or Bonds
    • Managed Investment Schemes including IDPS
    • Retirement Savings Accounts
    • Securities (can provide advice on existing Direct Equities holdings and Index ETF’s) 
    • Superannuation including
    • Investment Life Insurance and Life Risk Insurance Products
  • Experience

    Sam graduated from the Queensland University of Technology in 2020 with Distinction, majoring in Finance and Management. More recently, she has completed her Graduate Diploma of Financial Planning from Kaplan in 2023 and have recently completed her Professional Year.

  • What’s your favourite thing about being part of the MWS team?

    Everyone is very easy going, ambitious and hard working. It is a great environment to be around and I love being a part of the team! 

  • What do you wish people knew about financial planning?

    So many people wait too long to start thinking about their future.

    They fear they don’t have enough money to start investing and can only start ‘when I have x amount of money’.

    But little do they realise even the smallest contribution can make the biggest difference 20 years from now.

    You don’t have to wait for ‘when’ and start now!

  • If you could give one piece of advice to yourself from 10 years ago, what would it be?

    Stop underestimating yourself and be more confident in yourself and what you can achieve. 

  • What's your weirdest office habit?

    Probably that I am constantly snacking on something all day every day. 

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

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