Sam Etheridge

Sam Etheridge Email and Phone Number

Director at Future Paraplanning @ Future Paraplanning
ashmore, queensland, australia
Sam Etheridge's Location
Southport, Queensland, Australia, Australia
Sam Etheridge's Contact Details

Sam Etheridge work email

Sam Etheridge personal email

n/a
About Sam Etheridge

Sam Etheridge is a Director at Future Paraplanning at Future Paraplanning. He possess expertise in superannuation, retirement planning, financial planning, insurance, investment strategies.

Sam Etheridge's Current Company Details
Future Paraplanning

Future Paraplanning

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Director at Future Paraplanning
ashmore, queensland, australia
Website:
futurepp.com.au
Employees:
6
Sam Etheridge Work Experience Details
  • Future Paraplanning
    Director And Paraplanner
    Future Paraplanning Jun 2018 - Present
    Gold Coast
    After gaining a strong understanding of the paraplanning industry, I decided to take the next step in my career by starting up Future Paraplanning. Future Paraplanning is a bespoke outsourced Paraplanning service offering SOA, ROA and modelling for any financial planners wishing to outsource these requirements.
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  • Quantum Paraplanning
    Paraplanning Manager
    Quantum Paraplanning May 2013 - Jun 2018
    Gold Coast
    At Quantum I was responsible for writing SOA and other advice documents for a range of licensees including AMP, Charter, Capstone, Garvan, Synchron, Suncorp and numerous independent licensees. Highly competent accross a range of strategies including SMSF, LRBA, Installment Gearing, Centerlink, Retirement Planning, cashflow management, Superannuation and Insurance. Providing training and support to junior members of the team and also building relationships with advisors.
  • The Mba Partnership Pty Ltd
    Junior Paraplanner
    The Mba Partnership Pty Ltd May 2012 - May 2013
    Gold Coast
    I started this role whilst studying at University. This was a training role and gave me a great introduction to writing advice documents.
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  • Aberdeen Standard Investments
    Liquidty Controller
    Aberdeen Standard Investments May 2007 - May 2010
    London, United Kingdom
    Working in the funds managemnet team, ensuring portfolios had adequate liquidity accross all currencies. Giving insutructions to traders to execute FX trades.
    View

Sam Etheridge Skills

Superannuation Retirement Planning Financial Planning Insurance Investment Strategies

Sam Etheridge Education Details

Frequently Asked Questions about Sam Etheridge

What company does Sam Etheridge work for?

Sam Etheridge works for Future Paraplanning

What is Sam Etheridge's role at the current company?

Sam Etheridge's current role is Director at Future Paraplanning.

What is Sam Etheridge's email address?

Sam Etheridge's email address is sa****@****.com.au

What schools did Sam Etheridge attend?

Sam Etheridge attended Griffith University.

What skills is Sam Etheridge known for?

Sam Etheridge has skills like Superannuation, Retirement Planning, Financial Planning, Insurance, Investment Strategies.

Who are Sam Etheridge's colleagues?

Sam Etheridge's colleagues are Kayleigh Baker.

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