Boolaroo-based financial planning firm, Bridges Lake Macquarie has welcomed Trainee Paraplanner, Sam Howard, to its ranks.
Originally from Singleton, Sam has returned to the Hunter region since recently graduating from Macquarie University where he attained a Bachelor of Applied Finance (Hons.).
During his studies, Sam gained valuable experience as a Client Adviser with NAB in Sydney.
Bridges Lake Macquarie Director, Daniel Irving said Sam is an excellent addition to the team.
“Sam’s academic acumen coupled with the experience he gained working in the financial services industry during his study established him as the ideal young professional to join us,” Daniel said.
“So far during his time with Bridges Lake Macquarie he has demonstrated an excellent work ethic, an eagerness to learn and a real affinity with our clients.”
When not supporting Bridges’ senior advisors and their work with clients, Sam can be found on the AFL field playing for the Singleton Roosters and running marathons.
“I am really pleased to be kick-starting my career in the Hunter and with a such a tight-knit group,” Sam said.
“The depth of experience amongst the team is impressive and that’s giving me a solid base to put into practice the knowledge I gained during my studies.
“And I love being back in the Hunter region,” he added.
“While I enjoyed being exposed to the big guns of the Sydney financial scene, my focus is firmly on getting to know our individual clients and joining them on their journey to achieving the best possible outcome.”
Bridges Lake Macquarie recently marked its second anniversary, celebrating a busy period of expansion and the growth of its financial advice, support and client service teams.
Part of the national Bridges group, the franchise has firmly established itself as a leading provider of financial advice and planning services in the Hunter region since its launch in 2016.
IMAGE | Bridges Lake Macquarie’s new Trainee Paraplanner, Sam Howard.
Bridges Lake Macquarie (Bridges) is a Hunter-based business managed by an experienced team. The team providesclients with professional financial advice and isdedicated to assisting them reach their financial goals. As part of the national Bridges group, the Bridges Lake Macquarieteam is made up of Financial Strategists who strive to make financial freedom more than just a catchphrase, through an informed partnership and a sound strategy.
With a combined experience of over 70 years, the entire Bridges Lake Macquarie team thrive on working with a range of different people; from busy professionals, to small business owners, family run businesses and anyone looking to build and protect their wealth and ultimately, their future.