Sam Meadowcroft

FINANCIAL PLANNER

B.Comm (Fin & FP)

Background

Sam joined Tupicoffs in 2023, bringing seven years of experience in the financial planning industry. Passionate about providing conflict-free independent financial advice, Sam's decision to join Tupicoffs reflects a commitment to putting clients' interests first and delivering exceptional service.

Financial Advice Philosophy

Sam's passion lies in helping clients navigate the complexities of retirement planning. With a personalised approach to financial planning, Sam takes the time to understand each client's unique financial circumstances, aspirations, and concerns. He crafts tailored strategies to address specific needs and goals, ensuring clients feel supported and empowered throughout their retirement journey. Sam's dedication to providing conflict-free independent financial advice underscores his commitment to professional excellence and client satisfaction.

Financial Planning Qualifications

Sam holds a Bachelor of Commerce degree, majoring in Finance and Financial Planning. Additionally, he has successfully passed the Financial Adviser Standards and Education Authority (FASEA) exam.