Sam Adams has completed a Degree in Business Majoring in Economics and Business Law at Swinburne University. He has also completed the Advanced Diploma in Financial Planning, received the Quality Advice accreditation and completed the CERTIFIED FINANCIAL PLANNER ™ designation through the FPA.
Sam and the team believe strongly in the benefits of providing a high level of personal service and quality advice to our valued clients.
Sam and his wife Josephine have four children (Annie, Celia, Kennedy & Mason) and live in the Melbourne Eastern suburb of Blackburn. They are strongly involved in their local community including St Luke’s Church and Primary School as well as Indra PreSchool (where Jo is currently committee Vice President).
Glen joined GPL Melbourne in 2007 having spent a number of years working in financial planning for a large corporate. Glen’s responsibilities encompass client meetings and the preparation of financial planning advice to clients. Glen’s interest in economics and personal finance extends beyond the professional realm and clients benefit greatly from his extensive research and up to date knowledge.
Glen holds a Bachelor of Commerce from Deakin University – Melbourne (majors; Financial Planning & Management) and is a CERTIFIED FINANCIAL PLANNER™. Glen and his wife Dianna are proud parents of a daughter, Grace.
Client Service Officer
Piyumi is our newest team member joining us as Client Service Officer. In this role, she is principally responsible for the implementation of advice we provide to our clients. She has completed a Bachelor of Commerce (Majors: Accounting, Finance and Management) and a Diploma of Business. Piyumi has a passion for Financial Planning and continues to develop her knowledge and experience. Piyumi has excellent attention to detail and a lovely nature.
Sheelagh joined us after many years in the Stock Broking and Trustee industries and manages many all-encompassing administrative roles within the business. She is an invaluable member of our team and provides a very high level of service to our clients and staff.