Phone: 02 4962 4440
Years in Financial Planning Industry: 21
- Master of Financial Planning
- Graduate Diploma of Financial Planning
- Graduate Certificate of Applied Finance
- Accredited Aged Care Professional
- Advanced Diploma of Financial Planning
- Foundation Diploma of Financial Planning
- Statement in Business Services
- Certificate III in Banking
- NSW Justice of the Peace
Describe Your Role Providing guidance, education and support to assist clients achieve their financial, lifestyle and personal goals. Making the complex stuff simpler.
Why Do You Enjoy Coming To Work?
Being able to make a difference to peoples lives in times of crisis, by alleviating stresses and providing understanding via knowledge shared and support to allow them to focus on what truly matters. Being lucky enough to become a member of such a highly skilled client focused, devoted and caring team in such a energized, modern office environment.
Samantha At Play
Star Sign: Sagittarius
Hobbies: With a young family there is not much spare time for hobbies after Mum’s taxi duties and caring for our animal menagerie! I enjoy nature walks, animals, our garden and going to the movies.
Favourite Song: Too hard to pick just one song. Virtually anything by the Cure, Josh Pyke or Pearl Jam
Favourite Food: Watermelon
Special Skills: Husky Whisperer and ability to resurrect sick plants