Senior Financial Planner, Partner
Sam is a Financial Planner at Rising Tide Financial Services, Melbourne.
An experienced financial planner known best for his friendly, easy going nature and client-centric approach, Sam enjoys building lasting professional relationships and loves nothing more than seeing his clients succeed.
Having been named a finalist in the Association of Financial Advisers ‘Rising Star of the Year Award’ two years in a row, Sam understands what it takes to succeed in the financial services industry, and is never afraid to put in the work needed to help his clients achieve their goals.
A true team player, Sam plays an important part in paving the way for emerging financial planners within the business and is an emerging leader within the industry.
Sam can support you with:
- Financial Planning
- Insurance & Wealth Protection
- Salary Sacrificing
- Investment Planning & Advice
Away from the office, Sam leads a busy social life and is highly active within the community. Currently, Sam is Vice President of the MCC Young Members Committee (Members under 40) and is also part of the Association of Financial Adviser Victorian State Chair of the Genxt Committee and the Old Brighton Grammar School Committee.
Get in touch with Sam today!
Sam is an absolute pleasure to work with. I found him to be very thorough, professional and knowledgeable in the set up of the new superannuation and insurances for my family, and his communication was impeccable, always returning calls and emails with decisive answers to all my questions. He always follows up with calls down the track and makes a real effort to keep in touch with any changes of circumstance. Very happy with Sam’s service. Daniel Taylor
Financial Design for Life PTY LTD (ACN 823879489) trading as Rising Tide Financial Services as Trustee of the FDFL Investments Unit Trust is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee 232 706.