About Sam

Sam is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.

Education and experience

Sam has a Bachelor of Commerce from the University of Tasmania and a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA). He also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification within the financial planning industry, and is a member of the Hobart Chapter of the Financial Planning Association.

Prior to joining Shadforth in 2006, Sam worked in the tourism industry in Los Angeles and with the Commonwealth Bank of Australia in Hobart. He began his career at Shadforth as an Associate Adviser before being appointed as a Private Client Adviser in 2009.

Sam specialises in providing financial planning and investment advice to clients and has a particular focus on direct equities and SMSFs. Sam also specialises in providing strategic investment advice to several large not-for-profit organisations in order to assist stakeholders in achieving their objectives.

Sam features as regular on local ABC radio with his weekly finance wrap and also provides analysis on topical investment market issues as they arise.

Outside of work

Away from work, Sam enjoys going to the gym, playing golf and travelling.