Samantha Morris
BCom DipFS(FP)
Senior Financial Planner / Partner
Morgans Canberra’s Financial Planning Team believes in a holistic approach. With your goals in mind, we guide you through long-term wealth creation, retirement planning, risk management and estate planning.
Samantha is a senior member of the Morgans Canberra Financial Planning Team. Samantha has over 15 years of experience as a Financial Planner, joining the Canberra team in 2013
Investment Style
Samantha is passionate about helping clients achieve their financial goals and objectives. Her key areas of expertise are superannuation (SMSF, Retirement, Taxation Planning) and the appropriate structures required to help clients create and maintain wealth. Samantha provides detailed financial strategies which consider structure, investment vehicles, super and tax legislation. She works with clients to assist them in meeting their financial and lifestyle objectives while maintaining an appropriate risk tolerance.
Services and Specialties
Personal Insurance
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)
FPC002B Ethics and Professionalism in Financial Advice
Accredited Aged Care Professional™
Associations
Associate Member of the SMSF Association
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Securities
Superannuation
I am a partner of Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. As a Partner of Morgans Canberra Partnership, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
