Sam brings over nine years of experience in the financial services industry, underpinned by a strong foundation developed during his time at Colonial First State. There, he provided general financial advice to retail clients, building essential skills that have supported his continued professional growth.
At Ord Minnett, Sam specialises in strategic asset allocation and active portfolio management, with a keen eye for identifying and capitalising on growth and yield opportunities within the dynamic market landscape. His core focus centres on ASX-listed securities, where he develops and implements a diverse range of investment strategies that are meticulously tailored to align with the specific objectives and individual risk tolerance of each client he advises.
Recognising the importance of comprehensive financial planning, Sam also provides sophisticated risk-management and income-generating strategies through the strategic application of derivatives, ensuring a well-rounded approach to wealth management.
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