MEET THE TEAM
Sam Etheridge
Director & Paraplanning Manager
B.Com (Finance & Accounting)
Experience: 9 years Paraplanning, 14 years Financial Services
Sam commenced his professional employment in the banking sector in London. He later moved to Australia where he completed a Bachelor of Commerce majoring in Finance and Accounting. Since finishing his degree in 2012, Sam has worked in the contract paraplanning industry, working with a wide range of Licensees throughout Australia. A proficient and highly skilled Paraplanner, Sam is able to write complex Statement of Advice documents, discuss detailed and advanced strategies with Advisers. Sam’s biggest strengths are his work ethic, dedication, passion and commitment to succeed.
Away from Paraplanning, Sam enjoys spending time with his partner Natalie, baby Lachlan, and walks along the beach.
RUTH MANCINI
Paralanner
B.Commerce (Accounting), M.Commerce (Financial Planning), D.Financial Planning.
Experience: 23 years Financial Services
Ruth started working in Financial Services industry as a Paraplanner after completing a Bachelor of Commerce (Accounting) degree in 1998. Ruth has held various roles in the industry, in both Australia and the UK, including Paraplanner, Training Manager, Business Manager – Software and Financial Planning Consultant.
Ruth was one of the first students to complete a Masters of Commerce (Financial Planning) degree and recently completed her Diploma in Financial Planning. Since returning from an extended maternity leave in 2015, Ruth has been working in the contract paraplanning space with a focus on Superannuation, Risk and Self-Managed Super Funds.
When not working, Ruth enjoys chasing around after her 3 young children, yoga and the beach.
Natalie TEMPLE
Human Resources Consultant
B.Business, B.Arts
Experience: 15 years Human Resources
Natalie has twelve years’ experience in Human Resources. With a strong background in entrepreneurial businesses and operations, Natalie brings a wealth of knowledge to the overall business operations.
Away from Human Resource Management, Natalie enjoys spending time with her partner Sam, baby Lachlan and overseas travel.
SAMANTHA MATTHEWS
Paralanner, JP Qualified
Currently completing B.Business (Finance & Management)
Experience: 4 years Paraplanning, 7 years Financial Services
Samantha has been in the financial planning industry since 2015 and has extensive experience in research, paraplanning and implementation. She has been a qualified Justice of the Peace for almost 20 years. Samantha 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.
In her spare time, Samantha enjoys exploring the outdoors with her family, hiking, and reading.
kirsten blood
Senior Paralanner
B. Financial Planning
Experience: 3 years Paraplanning, 5 years Financial Services
Kirsten is currently studying a Bachelor of Commerce, with majors in Financial Planning and Economics. She joined the Financial Services industry in 2017, gaining experience with research, implementation and paraplanning.
When she isn’t studying, she enjoys spending time with her family, reading and learning French.
michael harris
Paralanner
B. Commerce
Experience: 2 years Paraplanning, 4 years Financial Services
Michael is beginning his journey in the Financial Planning Sector as a Paraplanner and completed his Bachelor of Commerce in February 2020 and also holds a Diploma in Business Studies. He has previous administration experience in the financial services sector as well as many years in sales and is looking to further enhance his skillset with his paraplanning role.
Outside of work, Michael enjoys surfing, travelling and any activity that keeps him outside and busy.
kayleigh baker
Senior Paralanner
B. Finance (Finance & Economics)
Experience: 4 years Paraplanning, 5 years Financial Services
Kayleigh has a completed her Bachelor of Business (Finance) 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. In her free time, she enjoys gardening and sewing, as well as getting out and going for a hike.
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.