The Financial Planning Association of Australia The Financial Planning Association of Australia

Samantha Greene, CFP®

Name Samantha Greene CFP®
Address Suite 2 50 Upper Heidelberg Road
Ivanhoe, VIC 3079
Phone (03) 8850 3333

I have experience in superannuation, retirement planning, wealth protection and investment advice. I take the time to listen and understand my client's personal situation before providing detailed strategies in how to achieve their goals. I enjoy working with a diverse range of clients of varying circumstances and age. My focus is in assisting clients to build and protect their capital by offering strategic planning advice tailored to individual client situations. The future looks different for everyone and I aim to provide advice specifically to each client situation. I have an extensive understanding of the importance of having control of your finances at a younger age. As such I take a particular interest in working with clients who are in the early stages of building their wealth and are looking for long term solutions in order to give them confidence about their future.Outside of work I passionately enjoy playing and watching AFL. I have played for La Trobe University Football Club for the past eight years and am currently the Club Vice-President, a role I have filled for four years.

< Prev Page