Sam is a multi-skilled Chartered Accountant with over 18 years’ experience. Sam has worked in a mid-tier international accounting firm before working in a multi-family office in Melbourne. Today, he combines this experience to advise privately owned small to medium sized business and high net worth individuals implement tailored and innovative strategies to protect their assets, minimize tax, improve business performance and increase family wealth.
Sam’s broad experience and knowledge in a range of disciplines allows him to approach problems in a unique way. He has a particular interest in helping business and families build wealth through long term goal setting and forward planning. He believes that strategies can be employed in a more effective way when the business or family’s structure is sound.
Sam has a particular interest in the use of entities such as companies, trusts, and self-managed superannuation funds as the tools in assisting families achieve their long-term goals.
Bachelor of Commerce in Accounting
University of Canberra
Graduate Diploma of Financial Planning
Financial Services Institute of Australia
(now Kaplan Education)
Graduate Certificate in Superannuation
Pinnacle Financial Institute
Chartered Tax Advisor
Registered Tax Agent
Authorized Representative of Superannuation Advisors Network
Member of Self-Managed Independent Superannuation Funds Association (SISFA)
Member of Family Business Australia