“You are never too young or too old to plan for your future, the best time to start the conversation is now.”
Sam Carroll, Managing Director of Talem Wealth, has over 10 years of experience as a Financial Adviser. Sam uses his expertise to help a broad range of clients to advance financially. He thrives on the challenge of partnering with clients at all stages of life to empower them to meet their financial goals. Clients include young professionals, families, business owners, people planning to retire and those who already have.
Sam’s key strengths include working with clients facing complex situations and helping them to simplify their financial arrangements so 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.