Sam Greene Email & Phone Number

Everyone’s future looks different. I take time to understand your values, discover your financial goals, and set in place plans to achieve them.I have a deep passion for guiding clients through each stage of their life. To help deliver on this, I have over a decade’s experience, in addition to achieving Certified Financial Planner (CFP) status. Born and bred in beachside Warrnambool, I moved to Melbourne in 2009 to study a Bachelor of Accounting and Finance. I fell in love with the beachside community here, and in my spare time, you’ll find me supporting my local football club with my two cavoodles, Lou and Leo, by my side.I can assist you with financial advice, lifestyle planning, investment advice, superannuation and retirement, wealth protection, estate planning and tax minimisation.I offer an initial free discovery meeting where I will understand your needs, what services might be suitable and talk through the fee basis for those services. Please reach out via our website, email or phone if you would like to chat.My qualifications include: Bachelor of Accounting from La Trobe University. Bachelor of Finance from La Trobe University Certified Financial Planner of the Financial Planning Association of Australia (FPA). Post Graduate Qualification in Ethics and Professionalism in Financial Advice from Kaplan. Accredited Aged Care Professional from Aged Care Steps.