Sam is an Investment Analyst at Pāua Wealth Management, where he plays an integral role in delivering our wealth management and investment proposition. Sam works closely with our advisers to provide clients with holistic wealth plans and tailored investment strategies, as well as assisting in the design and execution of Pāua Wealth’s investment proposition.
Prior to joining Pāua Wealth, Sam gained valuable experience while working for an independent wealth manager in Edinburgh, Scotland with a focus on financial planning and investment advice to a range of clients. Sam is committed to advice that is independent and objective, hence his personal ethos aligns with the core values of our firm. He is now the second Morris to join the Pāua Wealth team.
Sam is a CFA Charterholder and a qualified and registered Financial Adviser in New Zealand. He holds a Bachelor of Laws from Victoria University of Wellington and a Diploma in Financial Planning.
Beyond his professional endeavours, Sam values the time he spends with family and friends. He enjoys spending sunny days at Auckland and Northland beaches, playing football in the evenings and following Arsenal Football Club through their highs and lows.