Sam Shepherd

Sam Shepherd Email and Phone Number

Implementation Manager at Treysta Wealth @ Treysta Wealth
sydney, new south wales, australia
Sam Shepherd's Location
Brisbane, Queensland, Australia, Australia
About Sam Shepherd

Sam Shepherd is a Implementation Manager at Treysta Wealth at Treysta Wealth. He possess expertise in superannuation, financial planning, risk management, wealth management, retirement planning.

Sam Shepherd's Current Company Details
Treysta Wealth

Treysta Wealth

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Implementation Manager at Treysta Wealth
sydney, new south wales, australia
Website:
treystawealth.com.au
Employees:
9
Sam Shepherd Work Experience Details
  • Treysta Wealth
    Implementation Manager
    Treysta Wealth Jun 2024 - Present
    Gold Coast, Queensland, Australia
    View
  • Crest Wealth
    Client Manager
    Crest Wealth Oct 2018 - May 2024
    Gold Coast
  • Pathway Enterprises
    Financial Planner
    Pathway Enterprises Feb 2017 - Sep 2018
    Brisbane, Australia
  • Betterway Capital
    Financial Planner
    Betterway Capital Jun 2015 - Feb 2017
    Brisbane, Australia

Sam Shepherd Skills

Superannuation Financial Planning Risk Management Wealth Management Retirement Planning

Sam Shepherd Education Details

Frequently Asked Questions about Sam Shepherd

What company does Sam Shepherd work for?

Sam Shepherd works for Treysta Wealth

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

Sam Shepherd's current role is Implementation Manager at Treysta Wealth.

What schools did Sam Shepherd attend?

Sam Shepherd attended Mentor Education, Mentor Education, Kings Christian College.

What skills is Sam Shepherd known for?

Sam Shepherd has skills like Superannuation, Financial Planning, Risk Management, Wealth Management, Retirement Planning.

Who are Sam Shepherd's colleagues?

Sam Shepherd's colleagues are Laura Mitchell, Steven Capp, James Lonergan, Kristi Conacher, Amanda Halse, Mark Nagle, Karen Williamson.

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