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Bespoke Financial Advice With an Emphasis on Mining Companies
Sam has been working in finance for more than 10 years, providing specialised advisory services aimed at maximising wealth for his clients.
With a particular emphasis on mining companies, Sam possesses extensive expertise in identifying lucrative investment opportunities.
Alongside this niche focus, Sam demonstrates strong proficiency in portfolio management, ensuring a diversified investment approach that aligns with clients' financial goals and risk tolerances. Sam's personalised strategies aim to optimise investment outcomes while navigating market complexities with precision and confidence.
Authorisations
Financial advisers register - Moneysmart.gov.au
Sam Lowrie can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Qualifications
- Derivatives, Options Trading, KAPLAN, 2021
- Superannuation, KAPLAN, 2021
- Managed Investments, KAPLAN, 2020
- Securities, KAPLAN, 2017
- Bachelor Commerce, Economics & finance, Curtin University, 2016