Senior Financial Planner / Director
Sam Wallis-Smith is the founder, director and Senior Financial Planner at Wallis-Smith Financial Planning.
A Certified Financial Planner™, Sam holds a Bachelor of Commerce (Adelaide University) and an Advanced Diploma in Financial Planning. Sam is a member of the Financial Planning Association and has also served as a member of MLC’s National Advisory Board.
‘I started this business because I was fascinated by money and by helping people get great results. What I’ve learnt along the way is that financial planning is about so much more than just the dollars and cents – by taking control of their money, our clients feel more confident, and can focus on what’s really important to them’.
Sam is a keen believer in work/life balance, taking time out to spend with Victoria and their two school aged kids.
Victoria joined husband Sam in the practice in 2007 after leaving the world of civil engineering.
Moving from the corporate world into small family business was a huge shift – but we found we could get the best of both worlds, by applying big business systems and processes, with the personal touch that only a family business can offer.
Victoria oversees the delivery of our core service – Advice – working closely with Sam and our team to ensure consistent service delivery and great results.
Having spent her early life in other parts of the world, Victoria remains an avid traveller and would love to hear your tips on favourite travel destinations!
Client Services Manager
As Client Services Manager, Julie works closely with clients, making sure everything happens smoothly and everyone is kept up to date. In short, Julie knows how to get things done.
Julie has an impressive career history in financial services, and it was in one of her previous roles that she made a big impression on both Sam and Victoria. Her professional approach, outstanding work ethic and attention to detail were so memorable, for Sam and Victoria it meant only one thing – they wanted her on their team.
At Wallis-Smith Financial Planning, Julie’s role ensures your financial plan will be implemented seamlessly. This includes setting up new financial products, liaising with all stakeholders, and keeping you informed.
Julie will often be your first port of call when you contact the office.
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