A city skyline at night with a boat in the water.
Sam Moraro

Sam Moraro

Authorised representative number: 000277697

Senior Investment Adviser

My clients benefit from clear advice which helps takes the stress out of investing, along with well researched investments opportunities.
Sam fosters trust and integrity with new and existing clients. This produces long term relationships, which is a testament to hard work, and desire to make a difference to his clients long term financial goals.

Investment Style

Sam’s focus provides full service advice to his clients. Sam seeks out profitable investment opportunities, through analysis across Australian and International equities. Sam’s clients are predominantly private clients and self managed super funds.

Services and Specialties

Wealth Management
Self-Managed Super Funds
Fixed Interest and Cash Management
Portfolio Administration
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Bachelor of Applied Finance
Ethics and Professional Relationships
Bachelor of Commerce
Professional Diploma in Stockbroking


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Managed Investments
I am employed by Wealth Boulevard Pty Ltd which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me by way of percentage of fees.