Implementation Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Sam Shepherd Email & Phone Number
Implementation Manager
at
Treysta Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Implementation Manager
Location
Brisbane, Queensland, Australia
Company size
Who is Sam Shepherd? Overview
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Quick answer
Sam Shepherd is listed as Implementation Manager at Treysta Wealth, a company with 9 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Sam Shepherd.
Sam Shepherd previously worked as Client Manager at Crest Wealth and Financial Planner at Pathway Enterprises. Sam Shepherd holds Advanced Diploma, Financial Planning And Services from Mentor Education.
Company email context
Email format at Treysta Wealth
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Treysta Wealth
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Profile bio
About Sam Shepherd
Sam Shepherd is a Implementation Manager at Treysta Wealth. He possess expertise in superannuation, financial planning, risk management, wealth management, retirement planning.
Listed skills include Superannuation, Financial Planning, Risk Management, Wealth Management, and 1 others.
Current workplace
Sam Shepherd's current company
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Treysta Wealth
4 roles
Sam Shepherd work experience
A career timeline built from the work history available for this profile.
Client Manager
Crest Wealth
Oct 2018 - May 2024
Financial Planner
Pathway Enterprises
Feb 2017 - Sep 2018
Financial Planner
Betterway Capital
Jun 2015 - Feb 2017
Team & coworkers
Colleagues at Treysta Wealth
Other employees you can reach at treystawealth.com.au. View company contacts for 9 employees →
AH
Amanda Halse
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
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TR
Tim Ross
Colleague at Treysta WealthEast Brisbane, Queensland, Australia, Australia
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DH
Danielle Horton
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
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LM
Laura Mitchell
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
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JL
James Lonergan
Colleague at Treysta WealthGreater Brisbane Area, Australia
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AD
Adam Drinkwater
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
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SC
Steven Capp
Colleague at Treysta WealthGreater Sydney Area, Australia
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DR
David Rodgers
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
MN
Mark Nagle
Colleague at Treysta WealthGreater Sydney Area, Australia
View →
LF
Liam Fitzgerald
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
Amanda Halse
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
TR
Tim Ross
Colleague at Treysta WealthEast Brisbane, Queensland, Australia, Australia
View →
DH
Danielle Horton
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
LM
Laura Mitchell
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
JL
James Lonergan
Colleague at Treysta WealthGreater Brisbane Area, Australia
View →
AD
Adam Drinkwater
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
SC
Steven Capp
Colleague at Treysta WealthGreater Sydney Area, Australia
View →
DR
David Rodgers
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
MN
Mark Nagle
Colleague at Treysta WealthGreater Sydney Area, Australia
View →
LF
Liam Fitzgerald
Colleague at Treysta WealthSydney, New South Wales, Australia, Australia
View →
3 education records
Sam Shepherd education
Advanced Diploma, Financial Planning And Services
Diploma, Financial Planning And Services
Education record
Kings Christian College
FAQ
Frequently asked questions about Sam Shepherd
Quick answers generated from the profile data available on this page.
What company does Sam Shepherd work for?
Sam Shepherd works for Treysta Wealth.
What is Sam Shepherd's role at Treysta Wealth?
Sam Shepherd is listed as Implementation Manager at Treysta Wealth.
Where is Sam Shepherd based?
Sam Shepherd is based in Brisbane, Queensland, Australia while working with Treysta Wealth.
What companies has Sam Shepherd worked for?
Sam Shepherd has worked for Treysta Wealth, Crest Wealth, Pathway Enterprises, and Betterway Capital.
Who are Sam Shepherd's colleagues at Treysta Wealth?
Sam Shepherd's colleagues at Treysta Wealth include Amanda Halse, Tim Ross, Danielle Horton, Laura Mitchell, and James Lonergan.
How can I contact Sam Shepherd?
You can use AeroLeads to view verified contact signals for Sam Shepherd at Treysta Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sam Shepherd attend?
Sam Shepherd holds Advanced Diploma, Financial Planning And Services from Mentor Education.
What skills is Sam Shepherd known for?
Sam Shepherd is listed with skills including Superannuation, Financial Planning, Risk Management, Wealth Management, and Retirement Planning.
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