Sam has been in the financial services since 2006 when she started at Morgan’s Brokers Charlestown first starting in reception, then assistant to the Managing Director. She now covers client administration, paraplanning and compliance aspects of advice and implementation.

Sam holds a Bachelor’s Degree of Business (Management / Marketing), Graduate Diploma of Financial Planning and a Certificate III in Business Administration. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.

Authorised Representative 1269452 | Client Administration & Compliance