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Samantha Morris

Samantha Morris

BCom DipFS(FP)
Authorised representative number: 000338219

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

Portfolio Administration
Self-Managed Super Funds
Personal Insurance
Retirement and Estate Planning
Superannuation Advice

Qualifications and Professional Affiliations

Diploma of Financial Services (Financial Planning)
Accredited Aged Care Professional™
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Commerce

Associations

No items found.

Competencies

Superannuation
Generic
Financial Planning
Managed Investments
Life Insurance
Securities
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.