Meet Our Financial Advisors Team

For more than 35 years, Sam has been a financial planner helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; and Estate Planning. Working with a network of highly skilled professionals in Sydney he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.

Sam established his own firm in 1997 and has overseen its steady development and growth. Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. He has built long-term relationships with his growing client base and aims to provide excellent customer service.

Sam began his financial planning career in 1993 after completing a Bachelor of Science degree in 1991. Since this time he has accumulated many professional qualifications such as:

• Certified Financial Strategist
• Advanced Diploma in Financial Services (Financial Planning) ADFP
• Margin Lending & Geared Investments Program
• Self-Managed Superannuation Funds (SMSF) Program
• Certificate IV Finance and Mortgage Broking
• Tax (Financial) Adviser
• Accredited Aged Care Professional
• Member of the National Tax & Accountants Association

Joanne brings over six years of experience within the financial planning industry. She began her career as a Client Services Officer in 2021 and has since progressed into a leadership role, where she plays a key part in overseeing advice implementation, supporting advisers, and ensuring a seamless client experience.

Joanne has worked closely with Sam for several years and has developed a strong understanding of advice processes, compliance requirements, and the importance of delivering high-quality, client-focused service. She is currently completing her Graduate Certificate and Graduate Diploma of Financial Planning and will commence her Professional Year in 2026 as she progresses toward becoming a qualified financial adviser.

Known for her strong emotional intelligence and genuine care for clients, Joanne is passionate about helping people feel informed, supported, and confident throughout their financial journey.

Tell us about yourself?

My name is Kubra Ozdil, I am a Tax Specialist at Strategic Wealth Planners. I have been in this role for the past 2 and a half years. My journey commenced not long after graduating from the University of Sydney with a Bachelor of Commerce degree majoring in Accounting and Business Information systems.

My past employment includes working for small to medium sized accounting firms and have also worked for a Top 20 ASX listed bank.

What is your role at Strategic Wealth Planners?

• Provide relevant insight on Capital Gains Tax implications
• Gearing strategies
• Efficient investment tax strategies
• Administer payroll and bookkeeping
• Quarterly lodgement and reporting

 

What do you love most about your job?

I help to contribute clients to maximise their return on their income and I am passionate about that.

Tell us about yourself?

My name is Brooke Le Cerf, I am Office Manager at Strategic Wealth Planners. I have been in this role for almost 10 years. My previous role I was Personal Assistant for a Financial Planner undertaking a similar role until his retirement.

What is your role at Strategic Wealth Planners?

• Booking day to day appointments and scheduling
• Pre and Post meeting paperwork
• Day to day liaising with Insurers and Super Funds
• Preparing annual review meetings;

 

What do you love most about your job?

The thing I enjoy most is the realisation that we are assisting clients reach their goals and aspirations by for example- planning their retirement, accumulating savings for a rainy day or putting insurances in place to protect their families which is why I am so passionate about working here.