Samantha Morris
Financial Adviser
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About
Samantha Morris is an ASIC-registered financial adviser dedicated to helping clients in Deakin, ACT, and beyond achieve their financial goals. With a Bachelor of Commerce from the University of Canberra (2008) and a Diploma in Financial Services (Financial Planning) from Kaplan Professional (2012), Samantha brings a wealth of knowledge and experience to her practice. She successfully completed the FASEA Financial Adviser Exam in 2019 and holds an Aged Care Accredited Professional certification from Aged Care Steps (2021), as well as certification in Ethics and Professionalism in Financial Advice from Kaplan Professional (2021). As a member of the SMSF Association, Samantha possesses specialist knowledge in self-managed super funds. She is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Samantha's key services include: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your family from unforeseen events • Comprehensive wealth management strategies to grow and preserve your assets • Investment guidance tailored to your individual risk tolerance and financial objectives • Aged Care Financial Advice If you're seeking expert financial advice and personalized service, contact Samantha Morris today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Samantha Morris offer?
Samantha Morris provides advice on superannuation, insurance, wealth management, investments (including Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities), and Aged Care Financial advice.
What are Samantha Morris's qualifications and experience?
Samantha holds a Bachelor of Commerce from the University of Canberra and a Diploma in Financial Services (Financial Planning) from Kaplan Professional. She is an Aged Care Accredited Professional and a member of the SMSF Association. She has been working as a financial advisor since 2012 and passed the FASEA exam in 2019.
What is the process of working with Samantha Morris?
The process typically begins with an initial consultation to understand your financial situation and goals. Samantha will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can Samantha Morris help me with my superannuation?
Samantha can provide advice on optimizing your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a tax-efficient retirement income stream. She also specializes in SMSFs.
What should I expect during my first meeting with Samantha Morris?
During your first meeting, Samantha will ask you questions about your current financial situation, your financial goals, and your risk tolerance. This information will help her to understand your needs and develop a personalized financial plan. You should bring any relevant financial documents, such as superannuation statements, insurance policies, and investment statements.
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