Sam Michael Email & Phone Number

Melbourne, Victoria, Australia

Level 21, 8 Exhibition Street Melbourne Vic Australia

At NAB Private Wealth our purpose is to partner with our clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth.Combining the personalised service of a boutique bank with the breadth and experience of one of the world's most successful wealth management groups, we proactively deliver relevant solutions for our clients and their families.Placing the client at the centre of everything we do, NAB Private Wealth's professional's deliver exceptional outcomes. Our holistic wealth proposition is backed by the heritage, stability, strength and security that comes from being part of the NAB Group. Services we provide include equity investment, asset allocation, portfolio optimisation, markets execution, tax planning, risk management, trusts and estate planning, and philanthropy.

Level 21, 100 Creek Street, Brisbane

• Advise a portfolio of 120+ Ultra-High/High Net Worth private client / family groups (in unison with key internal and external stakeholders) on complex personal and/or business opportunities; and personally direct them to meet short, medium and long-term financial goals and lifestyle aspirations. • Work in conjunction with key internal and external influencers to personally drive in new opportunities.• Hold / maintain a substantial (personal and commercial) Moody's accredited delegated lending authority. • ASIC Tier 1 RG146 Accredited (Kaplan - Diploma of Financial Planning)

Uk Base

18 months travelling and teaching Business and General English freelance to foreign executives and students - both on a 121 intensive basis and in a classroom environment. Companies included:- International House London (Covenant Garden, London) - Professional Language Solutions (Clerkenwell, London)- Islington Centre for English (Islington, London) - BFK (Crossrail - UK)- Andrade Gutierrez (Brazil) / Zagope (Spain)- Business Academy Aarhus (Denmark)- BNP Paribas (France)

Base - 6Th Floor One Canada Square Canary Wharf London E14 5Aa

- Jointly led / coached a team of 50 Private Partners and Associates - across London and SE England - to strive for their potential and achieve agreed performance / acquisition goals and objectives.- Individual, team (and peer) coaching to build trust, spread belief, connect with others, unlock people's individual potential and, ultimately, lift awareness, accountability, confidence and performance (across the region).- Drove delivery of our vision (i.e. to be our customers' banker and wealth manager of choice).- Improved the perception / awareness of individual and platform value; and drove delivery of a value-led customer service proposition. - Worked very closely with the Private Bank leadership team (and their support) to enhance / develop private banking strategic initiatives, and personally assisted with the transfer of those initiatives to practice. - Identified and helped address individual / team professional development needs across the region. - Managed and improved risk / reward across the region.

6Th Floor One Canada Square Canary Wharf London E14 5Aa

- Rebuilt / led / coached a team of 17 core staff (comprising corporate, commercial and private bankers) and 5 supporting 'specialist' bankers ('International Trade', 'Treasury', 'IFA', 'Asset Finance' and 'Invoice Finance').- Re-built / agressively led centre marketing / business acquisition plan.- Involved (directly / indirectly) in all aspects of originating, closing and managing (safe, profitable, fully integrated) private, commercial and corporate business opportunities.- Ensured business remained focused to achieve optimal and sustainable financial performance.- Ensured business satisfied all risk management and compliance standards. - Strong ambassador of the Clydesdale Bank Brand in the local community.

London City Financial Solutions Centre 10 Fleet Place London

Governor Phillip Tower - 1 Farrer Place - Sydney - Nsw - 2000 - Australia

Adelaide, Australia

Kenmore Branch - Brisbane - Qld - Australia

Moorooka Branch - Moorooka - Brisbane Qld - Australia

Bachelor Of Economics, Economics

Cambridge Certificate In English Language Teaching To Adults (Celta), Pass A

Diploma Of Financial Planning

Dealers Licence / Proper Authority (Securities & Investments)

Financial Planning Principles & Practice Certificate

Intermediate Certificate

Commercial Loans To Business - Fundamentals Certificate

Commercial Loans To Small Business Certificate

Foundation Year, Bachelor Of Commerce

Moody'S Commercial Lending Accreditation, Personal And Commercial Lending Accreditation

Asic Rg146 - Tier 1 - Accreditation - Diploma Of Financial Planning, Financial Planning / Advice

Subject 1(A) - General Knowledge; Subject 1(B) Financial Planning; Subject (2) Insurance and Risk; Subject (3) Superannuation.