Sam commenced at CA Financial Services Group in 2024. Sam is a Chartered Accountant with five years of experience in financial services and two years of experience as a client services administrator. Previously an Assistant Manager at KPMG, Sam specialises in the development of client strategies, risk assessment, and financial reporting.
Sam is proficient in various financial systems and has strong communication skills, effectively conveying complex information to senior executives. Sam holds a Bachelor of Applied Finance and a Bachelor of Commerce – Professional Accounting from Macquarie University and is currently working toward his Graduate Diploma of Financial Planning. He is dedicated to continuous professional development and leveraging his expertise in client relations to bring value to clients.
Outside of his professional career, Sam has a passion for sports, having worked as a basketball and tennis coach, and he is committed to continuous professional development and delivering high-quality results for clients.
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