Sam Patterson
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Sam Patterson Email & Phone Number

Head of Operations at Direct Wealth
Location: Greater Brisbane Area, Australia, Australia 7 work roles 3 schools
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Current company
Direct Wealth
Role
Head of Operations
Location
Greater Brisbane Area, Australia, Australia
Company size
36 employees

Who is Sam Patterson? Overview

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Quick answer

Sam Patterson is listed as Head of Operations at Direct Wealth, a company with 36 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Sam Patterson.

Sam Patterson previously worked as Director | Practice Principal at Lifestages Wealth Management and Financial Advisor at Green Finance Group Pty Ltd. Sam Patterson holds Diploma Of Financial Services (Financial Planning) from Ps 146 Fasttrack.

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Direct Wealth

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Profile bio

About Sam Patterson

Sam Patterson is a Head of Operations at Direct Wealth. He possess expertise in retirement planning, superannuation, wealth management, financial planning, financial services and 10 more skills.

Listed skills include Retirement Planning, Superannuation, Wealth Management, Financial Planning, and 11 others.

Current workplace

Sam Patterson's current company

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Direct Wealth
Direct Wealth
Head of Operations
Brisbane City, QLD, AU
Website
directwealth.com.au
Employees
36
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7 roles

Sam Patterson work experience

A career timeline built from the work history available for this profile.

Director | Practice Principal

Current
Lifestages Wealth Management

Brisbane

I believe that true wealth starts with feeling happy and experience shows that people who are financially in control are happier than those that aren’t; and this is rarely about having a higher income or owning more assets. When I ask our clients what are the 3 most important things in life to them, family, health & financial security are the 3 most common.

May 2015 - Present

Financial Advisor

Green Finance Group Pty Ltd

Riding Road Bulimba

  • At Green Finance Group we work with a panel of over 30 well-known finance product and service providers offering you a range of options and real choice. Whether you need a full assessment of your financial situation or.
  • Wealth Creation
  • Cash Flow Management
  • Debt Structuring & Management
  • Tax Minimisation
  • Superannuation
Jan 2015 - May 2015

Practice Development Manager

Astute Financial

Baroona Road Rosalie

Strategic business advice and training to over thirty financial planning practices across QLD; Induction and training of new authorised representatives into the dealer group; Development and implementation of new branded products into the dealer group; Compliance auditing and development of financial adviser; Customisation of XPLAN & CommPay to best meet.

Sep 2013 - Jan 2015

Projects Officer, Para-Planner, It Support Officer

Map Financial Planning Pty Ltd

Wickham Terrace Brisbane

Operational management of Financial Planning practice; customisation of XPLAN & CommPay to best meet business requirements; XPLAN Document coding; Induction and training of new authorised representatives into the dealer group; including XPLAN and financial planning policies and procedures; Ongoing training and professional development of financial.

Sep 2011 - Sep 2013

Senior Para-Planner

Heritage Bank

St Paul's Terrace Brisbane

Construction of Statements of Advice; compliance audit of client files; SoA template and strategy template design & maintenance; strategic and technical support for Financial Advisers; development, implementation and ongoing maintenance of financial planning policies & procedures, induction and training of new para-planners.

Nov 2010 - Sep 2011

Para-Planner

Colonial First State

Queen St Brisbane

Construction of Statements of Advice; compliance audit of client files; strategic and technical support for Financial Advisers; training and development for new Para-planners.

Oct 2008 - Nov 2010
Team & coworkers

Colleagues at Direct Wealth

Other employees you can reach at directwealth.com.au. View company contacts for 36 employees →

ET Erin Truscott Erin Truscott Colleague at Direct Wealth Greater Brisbane Area, Australia View → JW Joshua White Joshua White Colleague at Direct Wealth Greater Brisbane Area, Australia View → YP Yvette Peucker Yvette Peucker Colleague at Direct Wealth Greater Brisbane Area, Australia View → JB Joel Borman Joel Borman Colleague at Direct Wealth Greater Brisbane Area, Australia View → MS Michael Saunders Michael Saunders Colleague at Direct Wealth Paddington, Queensland, Australia, Australia View → LH Levi Hohn Levi Hohn Colleague at Direct Wealth Australia, Australia View → ML Maxine Leigh Brooks Maxine Leigh Brooks Colleague at Direct Wealth Australia, Australia View → LF Lyle Filer Lyle Filer Colleague at Direct Wealth Cairns, Queensland, Australia, Australia View → CC Caillin Chia Caillin Chia Colleague at Direct Wealth Brisbane, Queensland, Australia, Australia View → JS Joel Simmonds Joel Simmonds Colleague at Direct Wealth Brisbane, Queensland, Australia, Australia View →
3 education records

Sam Patterson education

Diploma Of Financial Services (Financial Planning)

Ps 146 Fasttrack

Diploma Of Multimedia/ Cert Iv Information Technology

Southbank Tafe

12

St Laurence'S College
FAQ

Frequently asked questions about Sam Patterson

Quick answers generated from the profile data available on this page.

What company does Sam Patterson work for?

Sam Patterson works for Direct Wealth.

What is Sam Patterson's role at Direct Wealth?

Sam Patterson is listed as Head of Operations at Direct Wealth.

Where is Sam Patterson based?

Sam Patterson is based in Greater Brisbane Area, Australia, Australia while working with Direct Wealth.

What companies has Sam Patterson worked for?

Sam Patterson has worked for Direct Wealth, Lifestages Wealth Management, Green Finance Group Pty Ltd, Astute Financial, and Map Financial Planning Pty Ltd.

Who are Sam Patterson's colleagues at Direct Wealth?

Sam Patterson's colleagues at Direct Wealth include Erin Truscott, Joshua White, Yvette Peucker, Joel Borman, and Michael Saunders.

How can I contact Sam Patterson?

You can use AeroLeads to view verified contact signals for Sam Patterson at Direct Wealth, including work email, phone, and LinkedIn data when available.

What schools did Sam Patterson attend?

Sam Patterson holds Diploma Of Financial Services (Financial Planning) from Ps 146 Fasttrack.

What skills is Sam Patterson known for?

Sam Patterson is listed with skills including Retirement Planning, Superannuation, Wealth Management, Financial Planning, Financial Services, Finance, Investments, and Portfolio Management.

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