Samantha Lecky

Client Services Manager

Samantha brings over 15 years experience to the Wealth Management side of the business. She studied Business Process Design and Implementation at the University of Sydney and has completed five components of the Diploma of Financial Planning through Deakin University.

Her industry experience covers paraplanning, client service advice & management and practice administration within both boutique financial planning firms and major financial planning dealer groups. She has worked with Commonwealth Financial Planning in Tamworth, had 2 spells with Chick St Clair in North Sydney and a year with MLC Mona Vale.

Samantha is people person who loves building and maintaining great relationships with clients and colleagues. Another of life's positive people, she believes problems are an opportunity to learn and improve. She maintains this attitude in her personal life. She likes to travel particularly if there is a tough trek at her destination. So far she has conquered Mont Blanc in Switzerland/France and the Dolomites in Italy. She has warned us that she is planning more trekking challenges in the future.