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Sam Caton

Customer Support Officer

Sam is an administration assistant working within the Financial Planning team, and ensures the smooth running of the team’s day-to-day activities.

Sam takes pride in completing tasks in a timely manner and to the highest standard, and seeks to provide the highest level of service to our valued clients.

After beginning her career studying child care education and working within the child care industry, Sam moved into the financial planning industry in early 2012, where she worked as an ‘all-rounder’ in a boutique financial planning firm. Since then, she has enjoyed refining and improving her skills, and building her knowledge of the industry. She has recently begun studying for the Diploma of Financial Planning to further build her knowledge and skill set.

Sam and her partner have just begun building their property portfolio, having recently purchased their first house. She is excited about the opportunity to establish this as their home, and looks forward to expanding their portfolio with future investment property purchases down the track.

Family and friends are very important to Sam, including her three cats Tanner, Tizzy, and Milo, and she enjoys spending her spare time with them when possible. Sam also likes to relax by reading, shopping, and watching a good movie.

Michael was excellent in helping me review my insurance needs & understand my insurance options. I work full-time so being able to schedule discussions about this outside of normal work hours was really convenient for me. Very happy with the communication and the streamlining of the whole process so there was minimal paperwork for me to do — thank you Michael and Sam.

- Teena May 2019

Liz walked us through a range of products available to us before developing her recommendations. She made things very easy to understand as the Life Insurance and Income Protection policies can be rather difficult to understand. Sam helped us through the application process and it was great that both Sam and Liz were able to be so flexible when we weren't happy with some of the conditions of the first provider. Now we can rest easy knowing we have the appropriate cover in place.

- Brodie December 2018

Liz & Sam were so helpful & really stepped us through the process. They helped us understand our options and what we were covered for. Would highly recommend their services!

- Jessie December 2018

Syd and Sam helped my wife and I (both mid 30's) establish appropriate insurances to protect our family as well as our superannuation and property investment goals. The team made the whole process really easy and took the time to explain all the nuances involved with their recommendations; now we have optimised our super accounts and our insurances we feel we're set for life!

- Lindsay September 2018

Liz, Sam and Sid are brilliant. Thank you so much for making what can be a complicated subject easy to understand. They stepped me through the process and found the best outcome for my specific circumstances.

- Julie July 2018

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