Sam Colman

About Sam

I began my career in financial services in 2013 and have been fortunate to gain experience in both Australia and the UK. Over the years, I’ve worked across a range of firms—from large institutions to boutique practices—giving me a broad and adaptable perspective on the industry.

Building strong, long-term relationships with my clients is at the heart of what I do. I take the time to truly understand each person’s unique circumstances so I can provide financial advice that’s tailored, practical, and focused on their goals.

I have strong technical expertise across a wide range of investment structures, products, and platforms. I’m also a passionate advocate for ethical investing, with a particular focus on incorporating environmental, social, and governance (ESG) factors into client portfolios.

I customise ESG strategies to reflect each client’s values and objectives, and I actively challenge the misconception that ethical investing means compromising returns—believing instead that it can enhance long-term performance and deserves to be a core part of any investment strategy.

When not working you’ll find me on the weekends surfing in the summer or snowboarding in the winter, or just doing dad duties and hanging with the family.