Sam is an Associate Adviser at Pāua Wealth Management and works alongside our advisers in delivering our wealth management proposition.
Prior to joining Pāua Wealth Management, Sam spent a number of years working in Scotland at an independent wealth manager, with a similar focus on holistic independent investment advice to high net worth individuals. Sam highly values being in a position to provide clients with independent, trusted and high-quality advice, hence his personal ethos is aligned to what we stand for as a firm. He is now the second Morris to join the Pāua team.
Sam holds a Bachelor of Laws from Victoria University of Wellington, as well as the New Zealand Certificate in Financial Services (Investment) (Level 5). He also holds a Diploma in Financial Planning, gained during his time in the UK, and is a CFA Level II candidate.
Outside of work, Sam enjoys spending time with family and friends, and his partner, Autumn. Sam is a keen sportsman and footballer and loves to get on the end of a guitar.