MEET THE TEAM
Sam Etheridge
Director & Paraplanning Manager
B.Commerce (Finance & Accounting)
Experience: With FuturePP since 2018 | Paraplanning since 2012 |Financial Services Industry since 2004
Over a 12-year paraplanning career, Sam is adept and highly skilled at all facets of paraplanning ranging from simple TTR strategies to complex multi-entity advice and strategy development. A unique ability to spot potential strategies and compliance red flags early in the advice development stage is a huge value add for many of our advisers. Use this to your advantage too!
Being Director of Future Paraplanning for over five years now, Sam knows how time-poor business owners are, and how you just want to work with somebody you can trust. We understand this and love building great relationships with our advisers who consider us key parts of their team, just working from another office.
Away from work, Sam enjoys spending time with his family at the beach and sporting events with his son.
SAMANTHA MATTHEWS
Senior Paraplanner, JP Qualified
Currently completing B. Business (Finance & Management)
Experience: With FuturePP since 2018 | Paraplanning since 2015 | Financial Services Industry since 2001
The “other” Sam in our team, Samantha, has extensive experience in paraplanning, research, and implementation. She has been a qualified Justice of the Peace since 2002. Sam has an efficient approach and genuine interest in supporting our advisors to provide the best quality advice to their clients. Her attention to detail and thoughtful consideration inspires trust and she enjoys forging great working relationships with our advisers. She enjoys preparing client projections and does many of our AMP and self-licensed plans.
Sam comes from the bayside area of Brisbane and in her spare time enjoys spending time with her family, including her teenage children Jhai, Hayden, and Jasmine, woodwork, and art. She is currently renovating the family caravan with her partner Josh.
RUTH MANCINI
Senior Paraplanner
B.Commerce (Accounting), M.Commerce (Financial Planning), D.Financial Planning.
Experience: With FuturePP since 2019 | Paraplanning since 1998 |Financial Services Industry since 1998
Ruth started working in the Financial Services industry as a Paraplanner after completing a Bachelor of Commerce (Accounting) degree in 1998. Ruth has held various roles in the industry, including Paraplanner, Training Manager, Business Manager, and Software & Financial Planning Consultant.
Since returning from maternity leave in 2015, Ruth has been working in the contract paraplanning space with a focus on Superannuation, Risk and Self-Managed Super Funds. She enjoys assisting advisers to develop comprehensive strategies and does many of our Wealth Today, Sentry and Synchron plans.
Ruth enjoys spending time with her family, including her children, Stella, Tony, and Gabby, practising yoga, and spending time at the beach in her spare time.
kayleigh baker
Senior Paraplanner
B. Finance (Finance & Economics)
Experience: With FuturePP since 2020 | Paraplanning since 2017 | Financial Services Industry since 2014
Kayleigh has a completed her Bachelor of Business (Finance & Economics) and Diploma of Financial Planning. She has been working in the financial services industry since 2014 and has extensive hands-on experience in the whole financial planning process from client interaction and implementation of advice. She values making interpersonal relationships with our advisers and enjoys the satisfaction of knowing advisers have happy clients through the work achieved.
Kayleigh lives on the Gold Coast and in her free time enjoys gardening, sewing, camping, and hiking. She is currently renovating her home with her fiancé’ Rohan.
DALE SHIELDS
Senior Paraplanner
Graduate Diploma – Finance
Experience: With FuturePP since 2022 | Paraplanning since 2006 | Financial Services Industry since 2006
Dale commenced work in a Financial Planning practice at age 19 as a “Junior Paraplanner”, however, he was the only Paraplanner employed at the time, so he had to learn quick! He held various roles within the business developing a range of skills, which helped to continue to build on his level of technical and compliance knowledge, however, Paraplanning was always a part of his role. He has worked in a number of different Financial Planning practices and has contracted to ASX Top20 companies in the past which has helped him develop a client centric approach. He takes a keen interest in partnering directly with our Advisers, and aims to become a part of the team; however, try to avoid the phone if you don’t have time for a “little” chat.
Dale has experience writing all types of plans, ranging from Insurance, Super and Retirement to SMSF and Aged Care. Dale has been enjoying writing our Wealth Today and AMP Group plans.
Dale enjoys spending time with friends, dining out, travelling and soaking up sunshine in his spare time.
Natalie TEMPLE
Operations Manager
B.Business (Human Resources), B.Arts (Japanese)
Experience: With FuturePP since 2018 | Human Resources since 2006
Natalie has been working in Human Resources since 2006 and since then has built a strong background in entrepreneurial businesses and operations, Natalie brings a wealth of knowledge to the overall business operations and creates the strategic framework for the FuturePP business along with the back-end compliance of the business.
Away from working, Natalie enjoys spending time with her family at the beach, helping out at her son’s school and renovating their 1960’s beach house at Burleigh Heads.
OUR PROMISE TO YOU
SOA’s are completed in Australia by staff located on the Gold Coast.
We take great care to ensure your data will not be compromised.
We produce compliant advice documents of the highest quality.