Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.
Samantha is an Associate Director at Perks Private Wealth and a valued member of their dedicated wealth advisory and in-house investment research team. Since 2004, Samantha has amassed skills and significant experience in both management and advisory roles. She began her career in the finance industry at Shearer & Elliss Financial Strategies, where she ended up managing the financial planning division for the firm, before becoming one of the key advisers at Wotherspoon Wealth in 2016, which went on to win the FPA (Financial Planning Association) Professional Practice of the Year in 2018.
Samantha was appointed Associate Director in 2020, when Wotherspoon Wealth was merged with Perks Private Wealth.
Samantha provides comprehensive financial advice services to self-funded retirees, successful business owners, medical and dental professionals and those with aspirations for financial success and comfort in retirement. She enjoys working together with them on strategies and investment portfolios to meet their diverse and individual needs.
Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly. Her proactive approach in communicating with her clients, alongside her flair for making complex strategies easy for them to understand, make her a highly sought-after adviser in the industry.
Samantha was previously involved in South Australia’s FPA Local Chapter and is considered a leader among her peers within the Financial Planning profession. She played a pivotal part in the direction of Wotherspoon Wealth and she now works as a key leader with Perks Private Wealth as they continuously focus and deliver on their mantra of client-first outcomes.