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About Bamboo Wealth Management Pty Ltd Financial Planners

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789 Nicholson Street
Carlton North
VIC

Currently open
9:00 am
-
6:00 pm

Service Areas
Carlton North

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Why choose Bamboo Wealth Management Pty Ltd?

Principal / Senior Financial Planner Experience With more than 19 years of experience in the insurance and superannuation industry, Sam is dedicated to ensuring that Bamboo customers are the best serviced customers in all their financial needs. Vision – Sam endeavours to provide his clients the right advice and the right protection. Being meticulous, Sam makes sure that his team is there to give clients ongoing support. Family - Sam has three children who keep him very busy with their sporting achievements. Sam understands the needs of a young family and the need to ensure that when something goes wrong clients are insured. Leisure and Ambition's – Sam is involved in the community participating in local fun runs, aquathlons, and triathlons. He has completed 8 Marathons is planning on his next challenge. Education– He is a Certified Financial Planner, holds a Masters in Financial Planning and a Graduate Diploma in Finance and Investment. Gaining the highest qualifications in the industry and aligning the business to high standards of Ethics is a large part of dealing with his clients.

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