client services officer
Sam started life on the Gold Coast and returned in 2017. Couldn’t stay away. There is not a direct line into financial services with initial interests in electrical and mechanical trades but a role in the tax office provided his first brush with this industry.
Providing responses to consumer’s tax office queries is actually what let Sam to advice and the ability to help, rather than react, to the circumstances people find themselves in.
Sam has been part of the financial service landscape since 2013 and now works within the RFS Private Net Wealth team. His role is largely responsible for the implementation of advice strategies within that channel and preparation of the volumes of documentation required to meet our compliance obligations.
In 2023 he commenced his Graduate Diploma in Financial Services, with the goal of an eventual role as a financial adviser.
Keen on most motor sports including MotoGP and F1, he is also committed to the coast life making good use of our beautiful beaches and paddling our canals. UFC is another guilty pleasure but watching it, not competing in it!