Sam Green CFP Director Financial Planning

Experience

Sam has over 18 years experience working with clients to achieve their financial and retirement needs. Sam's experience includes senior roles in banking and finance and private client advising. Sam’s skills are particularly appropriate for clients seeking professional advice in the areas of taxation, retirement, superannuation, wealth creation, estate planning, redundancy, Centrelink, investment planning and life insurance services.

Sam holds a Diploma of Financial Planning (DFP) and a Bachelor of Financial Administration from the University of New England in NSW. He meets the competency requirements under ASIC’s Regulatory Guide RG146.

Sam is a Certified Financial Planner. CFP practitioners have completed rigorous study in financial planning, have extensive industry experience and abide by the FPA Code of Ethics and Rules of Professional Conduct.

Areas of Expertise

• Tax effective investment strategies
• Retirement
• Superannuation
• Wealth creation
• Redundancy
• Estate planning
• Investment planning
• Centrelink
• Direct Equities
• Insurance services

Interests

• Rugby
• Motorcycling
• Spending time with family
• Touch football

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Rochdale Accounting & Financial Services Pty Ltd is a corporate authorised representative (247485) of Capstone Financial Planning Pty Ltd AFSL 223135. 
For more information on Capstone Financial Planning refer to their website www.capstonefp.com.au, call 1300 306 900, fax (03) 8622 0799 or email info@capstonefp.com.au.