Authorised Representative No. 1305760
Qualifications: Bachelor of Commerce (Financial Advising, Managerial Economics), Graduate Diploma of Financial Planning
Samuel Boon, an accomplished financial adviser with over four years of experience, specialises in crafting personalised financial plans for individuals and organisations. His role encompasses diverse financial matters, including investments, retirement planning, risk management, and tax optimisation.
Educated at James Cook University and Deakin University, Samuel seamlessly transitioned into the professional realm, serving a varied clientele in Townsville, North Queensland. His expertise spans Superannuation, Insurance, Investments, Retirement and Estate Planning, and Centrelink benefits.
Committed to continuous improvement, Samuel diligently monitors and adjusts financial plans, holding certifications to stay abreast of industry knowledge. Passionate about impacting individuals’ financial well-being, he excels in providing superannuation advice and personal insurance guidance, aiming to empower clients for a secure financial future.
Beyond work, Samuel finds joy and challenge on the basketball court, having spent a transformative year playing college basketball in America. His love for sports extends to various outdoor activities, navigating trails, parks, and outdoor spaces with his Dalmatian, Henry.