Samuel Rowell Email and Phone Number
I am an aspiring financial planner with a strong passion for helping individuals and families achieve their goals and secure their financial future. I believe that financial planning is not just about numbers; it's about understanding people's dreams, aspirations, and concerns. I take a client-centred approach, taking the time to listen to my clients' unique financial circumstances and crafting tailored strategies to help them achieve their financial objectives. Whether it's creating a budget, building an investment portfolio, or planning for retirement, I am committed to delivering solutions that align with my clients' values and priorities.My journey in the world of financial planning began with a solid educational foundation that saw me complete a FASEA approved degree to expand my knowledge in areas such as investment management, retirement planning, and tax optimisation. My commitment to lifelong learning is expressed through my personal interest in ongoing professional development and self-improvement. By staying informed about recent changes in legislation, the latest financial trends, and recent market developments, my clients benefit from up-to-date advice and strategies that can adapt to changing economic environments.I am proficient in XPlan, LucidCharts, Microsoft Word and Excel softwares.In addition to my technical skills, I pride myself on my ability to communicate complex financial concepts in a clear and understandable manner. I know that financial concepts can be overwhelming for many, and I strive to empower my clients through education, enabling them to make informed consensual decisions they can have confidence in.Above all, I am driven by a genuine desire to make a positive impact on the lives of the people I work with. I measure my success not just by financial metrics but by the peace of mind and financial security I help my clients achieve. I am excited to continue growing as a financial planner, building lasting relationships with clients, and helping them navigate the path to financial success.
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Associate AdvisorSummit Wealth Group Apr 2022 - PresentChadstone, Victoria, AustraliaSummit Wealth Group delivers holistic advice that is personalised to support our clientโs definition of success and allow them to make financial decisions with confidence. Clients include young high-income earners, pre-retirees, and retirees.๐ฃ๐ฟ๐ถ๐บ๐ฎ๐ฟ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐:Assisted principal advisor, Jeff Munro, to provide industry leading client-first solutions and maintain strong relationships with new and review clients. 2IC responsible for training and development of new staff.๐๐ฒ๐ ๐๐ฐ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐๐ต๐บ๐ฒ๐ป๐๐:โข Grew ongoing advice client book with principal advisor by 30%โข Collaborated with Licensee support to rework Tasks and Threads templates on XPlan; including, creating visual map of concepts, construction, and implementation.โข Managed the construction of in-house investment and insurance philosophies to: o empower clients through transparency and education; and o standardise advice process and create business efficiencies.โข Presented key concepts and advice strategy using various mediums during in-person and online wealth management planning meetingsโข Co-authored modelling assumptions with clients to highlight the impact of decisions made today on their future wealth and income -
Client Services OfficerPositive Dynamics Pty Ltd Oct 2021 - Mar 2022Southport, Queensland, AustraliaPositive Dynamics is a medium-sized Gold Coast financial planning firm with a specialisation in wealth maximisation strategies.๐ฃ๐ฟ๐ถ๐บ๐ฎ๐ฟ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐:โข Processed implementation tasks for a range of advice solutions, from custom rebalance of investment portfolios to change of insurance ownershipโข Walked through cumbersome administration documents with client to assure accuracy in completionโข Conducted meticulous product rundowns with platform providers to empower advisors and paraplanners when forming adviceโข Maintained accurate reflection of workflow progression and methodical storage of client files in CRM software -
Client Services OfficerRetire Me Young Weath Advice May 2021 - Oct 2021Palm Beach, Queensland, AustraliaRetire Me Young is a sole advisor boutique planning practice that provides quality advice to a range of clients from various financial backgrounds and supports cashflow/budgeting on an intimate level.๐ฃ๐ฟ๐ถ๐บ๐ฎ๐ฟ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐:โข Liased with internal team to gather information needed to ensure client request/activities are completed correctly and quicklyโข Fielded incoming calls for relevant party -
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Samuel Rowell Education Details
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6.375 -
Elanora State High School
Frequently Asked Questions about Samuel Rowell
What company does Samuel Rowell work for?
Samuel Rowell works for Summit Wealth Group
What is Samuel Rowell's role at the current company?
Samuel Rowell's current role is Provisional Financial Adviser at Summit Wealth Group.
What schools did Samuel Rowell attend?
Samuel Rowell attended Griffith University, Elanora State High School.
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