Sam works for Beaufort Financial as a paraplanner.

Her role includes reviewing client files, including their objectives following meetings with advisers, as well as providing research and recommendation reports.

Sam has 28 years financial services experience, 16 as a Paraplanner. She also holds the Financial Planning Certificate.

Making the most of modern technology, Sam lives and works in Australia. When she’s finished for the day she enjoys swimming, card making, puzzles, reading, knitting and long walks with her dog.