Sam Patterson Email & Phone Number

Brisbane City, Qld, Au

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 answers, in that order. Not being rich, but financially secure. Also notice this came last. When I questioned this almost everyone gave the same unanimous answer; all the money in the world won’t help if you’re family isn’t looked after, or you aren’t healthy enough to enjoy it. I couldn't agree more. This is why we focus on helping our clients attain true wealth throughout their life. It's about knowing you are in control, with a plan to identify, manage and achieve your financial goals throughout each of life's vastly different stages, helping you achieve true wealth – more time for your family and health!

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 simply some direction, I can help with:• Wealth Creation• Cash Flow Management• Debt Structuring & Management• Tax Minimisation• Superannuation• Retirement Planning• Life Insurance• Estate Planning

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 business requirements, including XPLAN and financial planning policies and procedures; Development, implementation and ongoing maintenance of financial planning policies & procedures; Implementation of FOFA policies and procedure; Workflow creation and implementation; Strategic and technical support for financial planners; SoA and strategy template design & maintenance; XPLAN Document coding.

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 advisers; Development, implementation and ongoing maintenance of financial planning policies & procedures; Implementation of FOFA policies and procedures; Setup XPLAN & CommPay for new FOFA compliance; Workflow creation and implementation; Implementation and management of IT infrastructure & mobile device management; 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 Authorised Representatives;

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.

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.

Diploma Of Financial Services (Financial Planning)

Diploma Of Multimedia/ Cert Iv Information Technology

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