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Sam is a Director with Boss Private Clients with over 18 years experience in public practice. Sam has been a part of Boss Private Clients since July 2011.
Sam works with privately owned small to medium sized business and high net worth individuals to implement tailored and innovative strategies to minimise tax, improve business performance and increase family wealth. .
Sam is a Chartered Accountant, Chartered Tax Advisor with the Tax Institute, holds a Graduate Diploma in Financial Planning, is a registered tax agent and a member of the Small Independent Superannuation Funds Association (SISFA).
Sam has particular interest in helping families build wealth through long term goal setting and forward planning and believes that strategies can be employed in a more effective way when the family’s structure is sound.
Sam has a particular interest in the use of trusts, self-managed superannuation funds and other types of entities as the tools in assisting families achieve their long term goals.