My love for sport took a natural progression (well that’s how I see it). In 2017 I became an authorised Player Manager, with a goal of supporting Sporting Athletes with their holistic taxation and financial plans and building their sporting profiles, so they have the time to focus on what they’re great at – playing sport!
A qualified accountant and Registered Tax Agent. I have 25+ years of experience advising clients on solutions to minimise their tax and create wealth. In particular, I have a keen interest towards property investment and Self- Managed Superannuation Fund advice (this is my area of expertise!).
Being personally passionate about the need to invest to plan for a comfortable retirement, I became a qualified Financial Planner – I enjoy easily 'switching hats' between taxation and financial planning strategies – I believe it’s a unique skill that benefits my clients greatly - who better to offer financial advice than your Accountant!
Business Coaching & Mentoring
Coupling my 25-year career as a business owner and adviser, I enjoy sharing my insights and nurturing businesses to become the best they can be.
Community & Fundraising
Supporting the local community that’s always supported me is something I’m unwavering on. I support over 15 grass-roots local sporting clubs each year, and am on various community boards. Importantly I set myself personal fundraising goals for charities each year, in the past 4 years I have raised over $48,000 for the Alannah & Madeline Foundation.
Sam enjoys leading and motivating teams in a commercial environment to achieve outstanding results. With a natural affinity to the financial service sector and relishing in the cut and thrust of business to provide appropriate services, he is a true leader with a passion for building high performing teams.
He is a natural salesman, and is able to easily build relationships and trust with customers, colleagues and intermediaries. He also has a strong focus on compliance, with his customer set being well managed.
A highly efficient, intelligent and hardworking recruiter, Sam's negotiation skills and convincing capabilities are excellent, working with urgency and at an extremely high level of professionalism.
With a love for sports, Sam thoroughly enjoys the sport arena, both on and off the ground. From his earlier years playing rugby and cricket, he is involved with sports at a grass root level, where he still enjoys the camaraderie and competitive environment.
