From turning wrenches to turning financial goals into reality, Samuel made the leap from mechanic to financial advice to help others build a secure financial future.
Graduating from Swinburne university in 2024 with a Bachelor of Business, majoring in Financial Planning, he brings real-world experience and practical advice to every client conversation. Currently, Sam is working in our implementation team, turning financial roadmaps into reality.
Outside the office, he’s chasing his dream of earning a pilots licence and never misses a chance to get involved in motorsport – whether it’s behind the wheel or cheering from the sidelines.