Intro

Meet Samantha

Samantha brings both breadth and precision to private wealth decisions for her clients. She draws on deep experience in both Chartered Accounting and Financial Planning to help them build financial strategies that are considered and adaptable in the ever-changing financial landscape.

Her career spans more than two decades across advisory and leadership roles including senior positions prior to joining Perks. This background gives Samantha a strong commercial lens and a clear understanding of how investment, structure and long-term planning intersect.

Leadership & Contribution

As an Associate Director of Perks Private Wealth, Samantha plays an active role in shaping client‑first outcomes across the Team. She is a valued contributor to the firm’s in‑house investment research capability and is recognised for her collaborative approach, working closely with specialists across Perks to deliver seamless advice.

Qualifications & Professional Associations

  • Certified Financial Planner (CFP®)
  • Bachelor of Finance
  • Diploma of Financial Services
  • Member of Chartered Accountants Australia and New Zealand (CA ANZ)

Specialisation
Samantha works with self‑funded retirees, business owners and medical professionals who value structured thinking and transparent decision‑making. She is known for translating technical complexity into clear strategies and investment portfolios that align with each client’s priorities, risk profile and future goals.

Areas of Expertise

  • Self-Managed Superannuation Funds
  • Financial Planning for Medical Professionals
  • Wealth Management
  • Succession Planning