Samantha joined WHK in 2011 having previously worked for over 10 years in private Financial Planning businesses in Geelong including WHK between 2004 and 2007.

During this time she gained considerable experience in working with Retirees, Centrelink, Budgeting and Wealth Accumulation.

Sam is able to provide advice on the following:

• Strategic Financial and Investment Planning
• Superannuation and Redundancy
• Self Managed Superannuation
• Portfolio Construction and Management
• Estate Planning
• Aged Care
• Centrelink Planning

Samantha has a young family and enjoys cycling and staying active. She is currently studying towards becoming a Certified Financial Planner.