Samantha Mitchell

Samantha Mitchell Email and Phone Number

Advice Associate at Batten Financial Services @ Batten Financial Services
brisbane, queensland, australia
Samantha Mitchell's Location
Greater Brisbane Area, Australia
Samantha Mitchell's Contact Details

Samantha Mitchell work email

Samantha Mitchell personal email

n/a
About Samantha Mitchell

Samantha Mitchell is a Advice Associate at Batten Financial Services at Batten Financial Services. She possess expertise in insurance, superannuation, estate planning, strategic financial planning, financial risk and 21 more skills. Colleagues describe her as "I have worked alongside Samantha since 2013 and have been impressed time and time again with the level of service she provides to every one of her clients. Sam not only addresses her client's needs with an extensive research process, but she connects with them on a personal level ensuring they feel comfortable with any advice provided. She has an in-depth knowledge and understanding of Key Person Insurance and her passion for this area is evident through her presentations and conversations. I enjoy working with Sam and seeing the positive impact she has on her clients."

Samantha Mitchell's Current Company Details
Batten Financial Services

Batten Financial Services

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Advice Associate at Batten Financial Services
brisbane, queensland, australia
Employees:
3
Samantha Mitchell Work Experience Details
  • Batten Financial Services
    Advice Associate
    Batten Financial Services Jul 2021 - Present
    Brisbane, Queensland, Australia
  • Investment Central
    Operations Manager
    Investment Central Feb 2018 - Jul 2021
    Suite 1, 555 Brunswick Street, New Farm Qld 4005
    Driving Investment Central into the next phase of excellence in private wealth management and service delivery.
  • Aon Hewitt Australia
    Financial Planner
    Aon Hewitt Australia Mar 2013 - Feb 2018
    Brisbane, Australia
    Management Continuity specialist in the Insurance industry, helping large, small and medium enterprises protect their human capital risks through comprehensive consulting and advice, as well as insurance placement, advocacy and claims management. Specialty expertise with Key Person, Business Succession, Buy/Sell funding and the supporting legal framework to ensure these solutions work at claim time. Our practice also manages all aspects of Financial Planning from personal insurance, superannuation and investments, Estate Planning, Salary Packaging advice and much more. I consult to industry groups on their specific risks and provide education seminars, as well as presenting at a variety of industry conferences on a variety of subjects from business succession, superannuation, financial fitness and well-being.
  • Aon Hewitt Australia
    Client Service Manager
    Aon Hewitt Australia Apr 2006 - Apr 2013
    Brisbane
  • Axa
    Client Service
    Axa 1993 - 2005

Samantha Mitchell Skills

Insurance Superannuation Estate Planning Strategic Financial Planning Financial Risk Life Insurance Relationship Management Financial Planning Income Protection Pensions Succession Planning Customer Service Critical Illness Claims Management Disability Insurance Underwriting Key Person Insurance Buy Sell Agreements Business Analysis Business Process Improvement Personal Protection Small Business Investment Advisory Business Relationship Management Strategic Planning Account Management

Frequently Asked Questions about Samantha Mitchell

What company does Samantha Mitchell work for?

Samantha Mitchell works for Batten Financial Services

What is Samantha Mitchell's role at the current company?

Samantha Mitchell's current role is Advice Associate at Batten Financial Services.

What is Samantha Mitchell's email address?

Samantha Mitchell's email address is sa****@****itt.com

What skills is Samantha Mitchell known for?

Samantha Mitchell has skills like Insurance, Superannuation, Estate Planning, Strategic Financial Planning, Financial Risk, Life Insurance, Relationship Management, Financial Planning, Income Protection, Pensions, Succession Planning, Customer Service.

Who are Samantha Mitchell's colleagues?

Samantha Mitchell's colleagues are Michael Batten, Charlotte Smith.

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