Client Services Executive

Meet Samantha

Prior to joining Future Planning Wealth Management, I have worked assisting project teams within financial services companies in Sydney, Australia.

Here, my role is to assist the advisers with various tasks and to help build and maintain relationships with clients.

In my spare time, I love walking my dogs and spending time with my family. I also love socialising with friends and practising yoga.

Likes

Dislikes

Samantha

On an ideal weekend, you can find me:

Taking my children to various Football games, swimming lessons, and walking the dogs. Also getting together with friends for dinner and wine!

My favourite holiday destination is:

Probably France, maybe Thailand!

My favourite song to play in the car is:

Elbow – One day like this

The first album I bought was:

Take That and Party!!!

If I could be any fictional character, I would be:

Snowball from the Secret Lift of Pets 2!

If I could turn any activity into an Olympic sport, I would win a medal in:

Wine tasting!!

When the dessert menu arrives, I’m looking for:

Anything Chocolate

The three qualities that draw me to new people are:

Kindness, Genuity, sense of humour!

The best gift I’ve ever received is:

A trip to Paris

Talk to us about your financial future. Complete the form below and we’ll be in touch.