- Wealth management
- Regulatory Response
- Business analysis
- Order management systems
- Front office systems analysis and implementation
Sam is an authorised financial advisor with over three full years of comprehensive financial planning experience. Sam possesses a curious mind, clearly demonstrated by the breadth of his experience and the impact he’s has in various roles making business processes more efficient and effective. Having recently transitioned into the business analysis role, Sam is a key member of the front office technology team as well as covering regulatory response projects. Sam enjoys the challenge of rapidly understanding problems and working with clients to deliver quality cost-effective financial services solutions.