Financial Advisor
Current
Feb 2023 - Present
AeroLeads people directory · profile
Sam Dwight Email & Phone Number
Financial Advisor
at
Direct Wealth
1 work email found
@directwealth.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Sam Dwight? Overview
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Quick answer
Sam Dwight is listed as Financial Advisor at Direct Wealth, a with 5 employees, based in Australia. AeroLeads shows a work email signal at directwealth.com.au and a matched LinkedIn profile for Sam Dwight.
Sam Dwight previously worked as Professional Year Commencement at Direct Wealth and Paraplanner at Direct Wealth. Sam Dwight holds Master Of Financial Planning, Financial Planning from Kaplan Professional.
Company email context
Email format at Direct Wealth
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{first}@directwealth.com.au
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AeroLeads found 1 current-domain work email signal for Sam Dwight. Compare company email patterns before reaching out.
Profile bio
About Sam Dwight
Financial Adviser awarded as Swinburne University’s Top Student for Ethics and Insurance. Recognised as graduating in the top 15% of students across 400 universities and received Golden Key International Honours Society membership.Comfortable creating strategies from simple FHSS and investment advice through to gearing advice right through to retirement advice. Specialised in insurance and have high conviction with outcomes that are highly commercially viable. Compliance focused with every audit returning A results (even with gearing and complex insurance strategies). Having spent the past ten years in various roles to become a subject matter expect across investments, superannuation and insurance, I’m ecstatic to have the opportunity to now provide advice to clients. I am passionate about ethical advice that is truly in the best interest of clients. SEO Keywords:#Paraplanner, #XplanModelling, #RiskResearcher, #WealtherSolver, #SMSFAdvice, #Ethics, #FinancialPlanningEthics, #ProfessionalYear, #FinancialPlanningGraduate, #ClientServicesOfficer, #CSO, #FinancialPlanningAssociate, #FPA, #AdviceOfficer, #AO, #ClientRelationshipOfficer, #CRO, #FinancialPlanner, #StatementofAdvice, #SOA, #RecordofAdvice, #ROA, #ContractParaplanner
Listed skills include Customer Service, Sales, Time Management, Management, and 17 others.
Current workplace
Sam Dwight's current company
Company context helps verify the profile and gives searchers a useful next step.
Direct Wealth
12 roles
Sam Dwight work experience
A career timeline built from the work history available for this profile.
Professional Year Commencement
Nov 2021 - Feb 2023
Paraplanner
Jul 2021 - Feb 2023
Implementation Specialist
Mar 2021 - Jul 2021
Customer Service Officer
Feb 2021 - Mar 2021
Client Services Manager
Aug 2020 - Jan 2021
Client Services Manager
Provided high quality, professional administration and technical support to QSuper Comprehensive Financial Planners. Implemented strategies with product providers, conducted research and analysed advice to ensure it's feasible. First point of contact for client administrative enquiries and issues, including:- Booking and setting up of appointments- Providing and guiding through Financial Planning Questionaires- Implementation progress- Complaints handlingThe role enabled me to demonstrate current technical and legislative knowledge on:- Salary sacrifice- Taxation- Investment markets and shares- Managed funds- Fixed interest market- Retirement and superannuation- Social security- Financial planning and retirement planning strategies- Personal insuranceI developed competency of Xplan and ability to manage, plan as well as organise high volume of tasks with high attention to detail.
Oct 2018 - Aug 2020
Wealth Specialist
Superannuation Subject Matter Expert (SME). Provided over the phone knowledge to clients regarding their superannuation products. In addition, provided thorough run down of the accounts to Financial Planners. Demonstrated my knowledge of:- Whole of life polices- Legacy Superannuation accounts- Term life insurances- Corporate Superannuation- Public Superannuation- Administration of Financial Hardship claims- Technical support for clients and colleagues- Complaint handling and resolutionThe high volume role required high attention to detail, excellent communication skills and ability to adhere to strict compliance guidelines.
Oct 2017 - Oct 2018
Financial Planning Associate
Provided high quality financial support to Financial Planners across Suncorps National network. Managed the Ongoing Service Program requirements including customer review letters, scheduling appointments, review pack preparation and disclosure documentation requirements.Supported the advice implementation process; prepared and submited application forms, progressed advice through to completion and kept the Planner informed of the progress.Contacted customers in relation to confirm upcoming appointments and to follow up outstanding documentation
Oct 2016 - Oct 2017
Team Leader Superannuation Sales And Life Direct Insurance
Lead 20 direct reports across two teams. Outbound life and personal insurance as well as over the phone Superannuation Sales.
Oct 2015 - Oct 2016
Superannuation Sales Specialist
Oct 2013 - Oct 2016
Compliance Officer
Sep 2012 - Mar 2013
Team & coworkers
Colleagues at Direct Wealth
Other employees you can reach at directwealth.com.au. View company contacts for 5 employees →
SW
Stefania W.
Colleague at Direct WealthAustralia
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ET
Erin Truscott
Colleague at Direct WealthGreater Brisbane Area, Australia
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JB
Joel Borman
Colleague at Direct WealthGreater Brisbane Area, Australia
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MS
Michael Saunders
Colleague at Direct WealthPaddington, Queensland, Australia
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LF
Lyle Filer
Colleague at Direct WealthCairns, Queensland, Australia
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AM
Alanna Menere
Colleague at Direct WealthGreater Brisbane Area, Australia
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ML
Maxine Leigh Brooks
Colleague at Direct WealthAustralia
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JW
Joshua White
Colleague at Direct WealthGreater Brisbane Area, Australia
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JS
Joel Simmonds
Colleague at Direct WealthBrisbane, Queensland, Australia
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YP
Yvette Peucker
Colleague at Direct WealthGreater Brisbane Area, Australia
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Stefania W.
Colleague at Direct WealthAustralia
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ET
Erin Truscott
Colleague at Direct WealthGreater Brisbane Area, Australia
View →
JB
Joel Borman
Colleague at Direct WealthGreater Brisbane Area, Australia
View →
MS
Michael Saunders
Colleague at Direct WealthPaddington, Queensland, Australia
View →
LF
Lyle Filer
Colleague at Direct WealthCairns, Queensland, Australia
View →
AM
Alanna Menere
Colleague at Direct WealthGreater Brisbane Area, Australia
View →
ML
Maxine Leigh Brooks
Colleague at Direct WealthAustralia
View →
JW
Joshua White
Colleague at Direct WealthGreater Brisbane Area, Australia
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JS
Joel Simmonds
Colleague at Direct WealthBrisbane, Queensland, Australia
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YP
Yvette Peucker
Colleague at Direct WealthGreater Brisbane Area, Australia
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3 education records
Sam Dwight education
Master Of Financial Planning, Financial Planning
Bachelor Of Business Specialising In Financial Planning, Financial Planning And Services, Gpa 3.66 Out Of 4
Diploma Of Financial Planning, Financial Planning And Services
FAQ
Frequently asked questions about Sam Dwight
Quick answers generated from the profile data available on this page.
What company does Sam Dwight work for?
Sam Dwight works for Direct Wealth.
What is Sam Dwight's role at Direct Wealth?
Sam Dwight is listed as Financial Advisor at Direct Wealth.
What is Sam Dwight's email address?
AeroLeads has found 1 work email signal at @directwealth.com.au for Sam Dwight at Direct Wealth.
Where is Sam Dwight based?
Sam Dwight is based in Australia while working with Direct Wealth.
What companies has Sam Dwight worked for?
Sam Dwight has worked for Direct Wealth, Tynans, Qsuper Group, Suncorp Group, and Tupicoffs - The Independent Financial Planners.
Who are Sam Dwight's colleagues at Direct Wealth?
Sam Dwight's colleagues at Direct Wealth include Stefania W., Erin Truscott, Joel Borman, Michael Saunders, and Lyle Filer.
How can I contact Sam Dwight?
You can use AeroLeads to view verified contact signals for Sam Dwight at Direct Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sam Dwight attend?
Sam Dwight holds Master Of Financial Planning, Financial Planning from Kaplan Professional.
What skills is Sam Dwight known for?
Sam Dwight is listed with skills including Customer Service, Sales, Time Management, Management, Microsoft Excel, Customer Satisfaction, Customer Experience, and Team Leadership.
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