Samuel Rowell Email & Phone Number

Chadstone, Victoria, Australia

Summit Wealth Group delivers holistic advice that is personalised to support our client’s definition of success and allow them to make financial decisions with confidence. Clients include young high-income earners, pre-retirees, and retirees.𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀: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.𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀:• Grew ongoing advice client book with principal advisor by 30%• Collaborated with Licensee support to rework Tasks and Threads templates on XPlan; including, creating visual map of concepts, construction, and implementation.• 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.• Presented key concepts and advice strategy using various mediums during in-person and online wealth management planning meetings• Co-authored modelling assumptions with clients to highlight the impact of decisions made today on their future wealth and income

Southport, Queensland, Australia

Positive Dynamics is a medium-sized Gold Coast financial planning firm with a specialisation in wealth maximisation strategies.𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:• Processed implementation tasks for a range of advice solutions, from custom rebalance of investment portfolios to change of insurance ownership• Walked through cumbersome administration documents with client to assure accuracy in completion• Conducted meticulous product rundowns with platform providers to empower advisors and paraplanners when forming advice• Maintained accurate reflection of workflow progression and methodical storage of client files in CRM software

Palm Beach, Queensland, Australia

Retire 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.𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:• Liased with internal team to gather information needed to ensure client request/activities are completed correctly and quickly• Fielded incoming calls for relevant party

Robina, Queensland, Australia

Whistler, British Columbia, Canada

Hakuba Valley

Bachelor'S Degree, International Business/Trade/Commerce, 6.375

Activities and Societies: Financial Planning Coordinator - Griffith University Commerce Society

Education record