"I am a fan of Warren Buffett and encourage my clients to invest in quality companies with a large market share, high return on equity and future earnings growth."
Sam began working in the finance industry as a corporate credit analyst for the Banque de Paris in Sydney and Brisbane over 15 years ago. Subsequent to this Sam worked as a private client adviser for Macquarie Bank and Merrill Lynch. In 2003, Alex Warner and Sam returned home to Scone to co-found Parawarn Pty Ltd which owns the Morgans Scone office, of which they are the branch managers.
Services and specialities
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Self Managed Super Funds
- Wealth Management
Sam specialises in investing in long-term, high-quality, well-managed large industrial and resource companies. He looks to build wealth for his clients by holding these quality companies for the long term whilst reinvesting dividends. Having an analytical background, Sam also attempts to invest a prudent allocation of client’s funds in smaller quality industrial companies. Sam also has a particular interest in providing direct equity advice to self managed superannuation funds.
Industry Education & Experience
- Bachelor of Arts, University of New England, 1990
- Graduate Diploma of Business Studies, University of New England, 1991
- Master of Applied Finance, SIA, 1998
- Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia, 1997
- Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
- Tax (Financial) Adviser
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.
- Derivatives Level 1
- Derivatives Level 2
- Managed Investments
- Margin Lending