Samantha Greene

Associate Director

About Samantha

“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 an Associate Director with 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.

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 the community, volunteering as current President of La Trobe University Football Club and as past player for the women’s senior team where she was a goal kicking specialist until season end 2019. Sam is also a passionate Hawks supporter (but don’t hold that against her). Other than footy Sam enjoying spending time with her two furry, four legged friends, cavoodles Lou and Leo and heading home to Warrnambool when she has the opportunity.

Expertise

  • Financial Planning
  • Capital Creation
  • Wealth Protection
  • Superannuation
  • Retirement Planning
  • Money Management

Qualifications

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