Authorised Representative (Financial Services & Credit)
Samuel is a director and financial adviser within Advise Wise. Samuel has extensive experience within financial planning, working with many different types of clients in an array of different company sizes. He shares a great passion for financial advice and is known for his friendly, professional and candid approach.
Samuel started in the industry in 2013 and works diligently in developing ongoing partnerships and relationships with clients including professionals, families, business owners and retirees.
Samuel believes in maintaining a high standard of education as well as the ongoing pursuit of new strategies and capable technology to assist clients in meeting their goals and objectives.
Samuel is highly experienced in providing personal advice on:
Additionally, Samuel is a finance broker and more recently assists clients with their debt strategies including borrowing, refinancing, debt consolidation and debt management.
Qualifications
Accreditations
Memberships
Samuel enjoys and believes in a balance of family, work and hobbies. Samuel is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.
At a local café, indulging in a coffee and enjoying the company of friends or family.
Firefighter – The irony in the name Fireman Sam is not lost on me, but I’ve always had a desire to help people and from a young age this was one of the professions I found most admirable.
Player of Games by Iain M. Banks – It was one of the first books that I struggled to put down and found the story captivating. An interesting novel that looks at Utopian and Fascist societies, methods of peace and conflict in governing as well as the evolving need for human purpose.
