Our team is a diverse mix of individuals, all passionate about helping individuals and businesses to create financial freedom.
All of our team are qualified, engage on a deeper level to understand our clients and most importantly, they truly care. We feel personally invested in our clients’ success and create financial freedom beyond what our clients thought possible so that they can thrive financially.
Get to know our team.
“You are never too young or too old to plan for your future, the best time to start the conversation is now. I work with clients aged between 22 and 82.”
Sam Carroll, Managing Director of Talem Wealth Sydney, has more than 10 years experience as a Financial Adviser. Sam joined the company back in 2005, his areas of expertise including helping a broad range of clients, from all backgrounds and of all ages, to advance financially. He thrives on the challenge of partnering with clients at all stages of their lives and delivering outcomes that result in them meeting their financial goals. Clients include Gen Y’s just starting out, young families, business owners, people planning to retire and those who already are.
Sam’s key strengths include working with clients facing complex situations and helping them to simplify their financial arrangements so that they can plan and build the right framework for wealth creation.
His qualifications include a Bachelor of Business (Financial Services), an Advanced Diploma of Financial Planning and a Certificate IV Finance & Mortgage Broking.
In his spare time, Sam enjoys travelling, food & wine and sport.
Click here to view our Financial Services Guide.