Samuel Bonello
Financial Adviser, Team Manager
Samuel Bonello – Financial Adviser, Team Manager
Samuel states Financial advice is his third career. The first was volunteering in community work and the second was in regenerative agriculture. He came into financial advice in 2016 after seeing the depth of the relationship that his parents’ financial adviser had established with them.
One of the biggest challenges he has had as a financial adviser is building trust with people who have suffered post-traumatic stress and other mental health issues. He is most proud that these relationships are now among the deepest and most rewarding that he has had with his clients.
When he is not at work, you can find him on a motorbike or a horse, chasing cows with his wife and two daughters.
Areas of Specialisation:
Retirement advice, working with first home buyers, wealth protection for young families and wealth management for people with a strong religious faith.
Qualifications:
- Diploma of financial planning
- Currently completing an Advanced Diploma of Financial planning.
- Passed the FASEA Exam.
- Most Trusted Adviser 2023
