All you need to know about
Samantha

As the Advice Delivery and Technology Manager at Evalesco, I ensure our team have the tools to provide thoughtful, personalised financial advice and a leading client experience. My role integrates both business and technology functions to provide comprehensive support throughout the organisation, connecting people, processes, and systems. Key responsibilities include advice delivery, technology management, and the identification and implementation of ongoing improvement initiatives.

What Healthy, Wealthy and Happy means to you?

I believe Healthy, Wealthy & Happy are intrinsically linked and achieved by choices we make. Healthy is about prioritising wellbeing, eating to feel energised, staying active, and making time for rest and reflection. Wealthy is making choices to ensure enduring financial security. Happy is living a purposeful life, sharing experiences and creating memories with family and friends.

What are the values that drive you?

I am motivated by the prospect of making a meaningful contribution and identifying opportunities for continuous improvement and growth.  

Amidst significant changes affecting the financial advice industry, I’m optimistic and driven by the considerable opportunity to innovate and deliver more personalised, efficient services to a broader range of clients.

Qualifications

With over 20 years of experience in the Wealth Management industry, I have developed expertise across Compliance, Advice Distribution, strategic projects, and operations. Holding a Diploma of Financial Planning as well as qualifications in Business, Computing Science, I bring a strong combination of academic knowledge and practical experience to support the highly skilled team at Evalesco.