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About Us
Hi, I'm Sam. I'm not your average financial expert. I'm a sports enthusiast, dog lover, women’s football coach, and a seasoned financial advisor. But most importantly, I'm your partner in creating financial goals that are as fun and exciting as your life.
Based in Melbourne, Australia, I firmly believe that setting financial goals should be an empowering experience, one that aligns with your desired lifestyle. For me, this means having a work-to-life balance and being able to say ‘Yes’ to the things that matter most to me.
Director & Financial Advisor
As the Director and Financial Advisor of Greene Financial, I've spent the last decade honing my expertise. I moved to Melbourne, from the beachside town of Warrnambool, in 2009 to study a Bachelor of Accounting and Finance, and for the last decade I’ve assisted over 100 individuals in achieving their financial dreams. Today, my greatest value lies in connecting with clients and sharing my financial knowledge to help them align their money with their life.
business philosophy
Flexibility
We believe in making financial planning as convenient as possible for you. That's why we deliberately don't maintain a permanent office. We meet you where you're most comfortable, whether it's at your home, a local cafe, or online.
Australia-Wide Reach
Our clients span across the entire Australian landscape. Your location is no longer a barrier to working with an advisor who truly understands your unique needs.
Embracing Individuality
It's all too easy to compare ourselves to others. Our approach is designed to empower you to break free from societal comparisons. Instead, we're here to help you design a financial journey that's centered on your distinct goals and values.
COMPANY
CONTACT US
We operate 9am - 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072
© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)
Greene Financial is located on the traditional lands of the Wurundjeri Woiwurrung people. We recognise their continuing connection to land, waters and culture.
We pay respect to Elders past and present.
We operate 9am – 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072
© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)
Greene Financial is located on the traditional lands of the Wurundjeri Woiwurrung people. We recognise their continuing connection to land, waters and culture.
We pay respect to Elders past and present.
We operate 9am – 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072
© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)