Samantha Greene

Certified Financial Planner

Samantha Greene

"The importance of having control of your finances and planning for the future at a young age cannot be underestimated."

As a Financial Advisor Samantha assists clients in building and protecting their capital by drawing on her knowledge in capital creation, superannuation strategies, wealth protection and investment advice.

Samantha is part of our Financial Planning team which delivers valuable outcomes for clients through the development of trusted client advisor relationships and strategic planning. Samantha is personable and engaging and takes time to understand the individual needs of her clients before advising on strategies for the future.

Whilst Samantha enjoys working with the diverse range of clients she does have a particular interest in working with clients who are in the early stages of building their wealth and are looking for long term solutions to give them confidence about their future. She delivers this through our Money Management offering.

Within our team Samantha is an advocate for all things social and rallies the team to participate in community & charity events plus internal team activities such as the staff bake-off and end of footy season longest kick.

Samantha is the Victorian advisory committee member for the Count Charitable Foundation where she represents and supports Victorian member firms in their charity initiatives and community engagement activities.

Outside the office Samantha is heavily involved in women's AFL as current President of La Trobe University Football Club, current forward for the women's senior team and goal kicking specialist. She is also a passionate Hawks supporter (but don't hold that against her).

Contact Samantha
Phone: 03 8850 3333
Email: samantha@obbc.com.au
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Expertise


Qualifications

  • Bachelor of Accounting
  • Bachelor of Finance
  • Certified Financial Planner

A few more team members

Jodi Fulton

Jodi Fulton

Internal Bookkeeper

Jodi Fulton
Bill Jackson

Bill Jackson

Certified Financial Planner

Bill Jackson
Maddy Dunning

Maddy Dunning

Administration Assistant

Maddy Dunning
Nellie Fung

Nellie Fung

Principal

Nellie Fung
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330