Samantha has over 18 years’ experience in the financial planning industry. She has completed a Bachelor of Business majoring in Accounting, holds an Advanced Diploma in Financial Services (Financial Planning) and has been a CERTIFIED FINANCIAL PLANNER® professional for over 10 years. Samantha has successfully completed the educational requirements to be a FASEA compliant adviser.
Samantha enjoys working with clients to help them set realistic goals and provides advice in areas such as superannuation, investments, Centrelink and cash flow management to assist with achieving strong financial outcomes. Her specialities are Self Managed Super Fund Wealth Management & Aged Care. Samantha's broad experience and knowledge enable her to create tailored financial strategies that allow clients to meet their goals and achieve the financial freedom to live the life they want to live. She helps clients accumulate and manage their wealth and income on an ongoing basis.
Samantha is also a Financial Planning Associated Aged Care Specialist Adviser and is an Accredited Aged Care ProfessionalTM with Aged Care Steps. As such, she helps clients with navigating the financial aspects of the aged care system. In particular, Samantha assists clients with advice on structuring assets to fund aged care entry costs and provides cash flow analysis for the payment of ongoing aged care fees. She also provides advice on the Centrelink and estate planning implications of entering residential aged care.
My specialityWealth Management
Office LocationFindex Mildura
Level 1, 86-88 Deakin Avenue
Mildura, VIC 3500
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