About Sam

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

Education and experience

Sam holds the following qualifications:

• Bachelor of Commerce from the University of Tasmania
• Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA).
• Certified Financial Planner® practitioner designation, the highest certification within the financial planning industry
• Member of the Hobart Chapter of the Financial Advice Association Australia (FAAA)

Prior to joining Shadforth in 2006, Sam worked in the tourism industry in Los Angeles and with the Commonwealth Bank of Australia in Hobart.

Sam has particular focus on providing strategic and investment advice to Self-Managed Super Fund’s, including assisting small to medium enterprise owners, agribusinesses, and farming families. He also specialises in providing strategic investment advice to not-for-profit organisations to assist stakeholders in achieving their objectives.

Sam features as regular contributor on ABC radio’s Tasmanian Morning’s Program via his regular finance updates and provides analysis across all forms of media on topical markets issues as they arise, including on companies within the aquaculture and agriculture sector.

Outside of work

Away from work, Sam enjoys spending time with his wife Ally and three-year-old son Leo, playing golf, and travelling.