Our Team

Our Team
Sam Profile

Sam Simpson

AR No: 001003965

Principal | Financial Adviser

Liam Profile

Liam Hawthorne

 

Administration Assistant

Principal | Financial Adviser

BComm, AdvDip(FP),
CERTIFIED FINANCIAL PLANNER ®

Sam Simpson

AR no: 001003965

Sam has been a Financial Adviser since 2009, having worked in the financial planning industry since 2007.

He is passionate about empowering people by giving them a sense of direction with, and control of, their financial affairs. He finds it extremely satisfying being able to have a positive impact on someone’s life and join them on their journey to financial freedom.

He really enjoys the personal element of being a Financial Adviser and finds meeting people from all walks of life, hearing their stories and building a relationship with them over time both interesting and rewarding.

Sam has worked with a wide variety of clients. Whether you are just starting out on your journey or a seasoned campaigner he is able to add significant value to your situation.

On the weekend you’ll find Sam getting in a bit of exercise or sampling a beer or two at one of the Inner West’s many amazing microbreweries.

Sam looks forward to meeting you!

Professional qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Commerce
  • Advanced Diploma of Financial Services
  • Diploma of Financial Services

Liam Hawthorne

Administration Assistant

Liam is an experienced administration assistant who began working in the financial planning industry while undertaking his undergraduate studies in 2018. Liam has continued to pursue his passion for financial planning by undertaking a masters degree in financial planning and intends to become a certified financial planner.

Liam is passionate about providing people with the tools and education that they require to help support their financial goals. He hopes to empower his clients to take control of their financial affairs so they can better their quality of life by working smarter, not harder.

On the weekends you’ll find Liam immersing himself in nature, trekking through the Blue Mountains undergrowth to explore hidden oases, fishing one of his favourite spots around Mosman or riding his motorbike through Cattai national park.

Liam looks forward to meeting you!

Professional qualifications

  • Bachelor of Business and Commerce (applied finance)
  • Currently completing his Master of Financial Planning