Sam supports the delivery of financial advice to Australian expats and globally mobile professionals, helping clients navigate the financial complexities that come with living and investing across multiple countries.

Working alongside Atlas advisers, he assists with financial modelling, portfolio analysis, strategy development and the implementation of advice recommendations. He works closely with clients throughout the advice process, helping ensure strategies are tailored to their goals, circumstances and long-term objectives.

Sam enjoys breaking down complex financial concepts into clear, practical advice and helping clients gain confidence in their financial future. His goal is to ensure every client receives a seamless experience from initial strategy discussions through to implementation and ongoing advice.

Based on the Gold Coast, Sam works with clients across the Asia-Pacific region and the Americas, supporting Australians and international professionals with a broad range of cross-border financial planning needs.

When he is not helping clients, Sam enjoys travelling, staying active, and spending time outdoors. He has a very keen interest in financial markets and enjoys continuous learning, particularly in areas relating to taxation, wealth creation and global events.