Sam has worked in the financial services industry since 2001 and is a CERTIFIED FINANCIAL PLANNER®.
Sam has worked in the financial services industry since 2001 and is a CERTIFIED FINANCIAL PLANNER®. He joined Goldsborough in 2005.
Sam enjoys the flexibility within Goldsborough to tailor individual financial strategies suited to each particular client, as we hold our own Financial Services license and are not restricted to any one particular product provider.
Knowing that Sam is a part owner of the business gives clients the confidence that he will not only assist in any upcoming financial issues but also maintain a strong relationship well into their retirement.
Sam offers advice in the areas of:
- Wealth Management
- Retirement and Redundancy Planning, including Centrelink
- Residential Aged Care (Goldsborough Specialist)
- Gearing Investments
- Life, TPD, Income Protection and Trauma Insurance
- Superannuation and Allocated Pensions
To view Sam's latest Blog articles, click hereCERTIFIED FINANCIAL PLANNER® is a certification mark owned by the Certified Financial Planer Board of Standards Inc. (USA) and used by the FPA under license.
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