Rising Tide Financial Services
“I get to meet people from all walks of life and help put them in a better position doing something I love.”
A qualified adviser for almost three years, Sam says he “fell” into the advice industry, but quickly knew he wanted to make it his career.
“I love working in this industry because I know I’m helping a lot of people,” he says.
He joined Rising Tide after completing a commerce degree in 2014 and was impressed by the relaxed and friendly culture that aims to treat clients as “mates”, and where the client base tends to be a younger demographic aged 25 to 45.
“I stumbled upon Rising Tide Financial Services five years ago and have never looked back,” he says. “I knew I was in the right place.”
Sam believes financial advice ought to be more accessible and affordable for all Australians.
“In the space of five years my emotional intelligence has developed to a point where I’m extremely comfortable having the hard conversations with clients and they appreciate that more than anything,” he says.
He loves footy – he is a self-admitted Bombers tragic – and often uses sports as a casual conversation starter to break the ice and connect with his clients.
“I barrack for the Bombers but all things footy tickle my fancy.”