Clifford Samson

Clifford Samson is a seasoned financial advisor with a decade of experience in the industry, having honed his expertise at leading firms such as AMP and Alliance Wealth. Since 2014, Clifford has been committed to empowering his clients with the knowledge and tools they need to achieve lasting financial security and prosperity. His strategic approach is deeply personalised, ensuring that each client’s unique aspirations are met with tailored solutions that foster long-term success.
Clifford’s dedication to his clients is matched only by his devotion to his family. A proud father, he balances his professional responsibilities with a fulfilling family life, always prioritising quality time with his children. Outside of work, Clifford maintains a disciplined and active lifestyle through running and the rigorous practice of Brazilian jiu-jitsu, which reflects his commitment to both mental and physical well-being.
Aamir Shaik

With a wealth of experience as a financial planner, Aamir has dedicated his career to helping Australians from all walks to life to achieve financial security and peace of mind. Throughout his career, he has empowered clients by providing them with the knowledge and skills needed to effectively manage their finances and improve their financial well-being. Aamir has spent his entire career with one of the country’s largest providers of financial advice, where he has consistently added significant value to the organization.
Outside of work, Aamir is a family man who enjoys spending quality time with his wife and children, also a very devout member of the Islamic community. He is deeply committed to maintaining a healthy lifestyle, ensuring he stays resilient in both his professional and personal life. Passionate about supporting his community, Aamir is very active in supporting those in need, always offering a helping hand and guidance.
A dedicated team fueled by years of experience
We assist clients all throughout Australia. If you haven’t yet partnered with a dedicated advisor, now is the perfect moment to start.
Provisional Financial Advisers
Client Managers
Tom Strmecki

Sabrina Teo

Anders Torcello

Max Oelhafen

Research Team
Chanelle Iese

Michael Ly

Nathan Martin
