Samuel Philipos

I have the opportunity of making a meaningful difference to the financial wellbeing of my clients, their families & our communities. To act as a trusted advisor during their biggest milestones is incredibly fulfilling. Outside of work, I enjoy travelling, reading & volunteering.

Experience and background
My career in banking began with CBA in 2014 and has spanned several roles in Relationship Management. My experience managing client portfolios has provided me with the technical expertise to exceed my clients’ expectations. As a Mortgage Broker, I operate as the intermediary (go-between) dealing with 20+ banks to arrange a home loan product with a competitive rate tailored to you. I guide you through the whole process, all the way to getting the keys or refinancing. And because we're paid by lenders, it's free.

How is success personal?
To me, success is feeling that tingle excitement about the life you’re living and one which you can personally impact others. It’s one which we feel proud of and become role models for our children in teaching them how to act on our values. Through the innovative structure we have, we help our clients simplify their complex financial affairs with a partner they can trust. Plus, every time we do business together, something great happens and you get an advantage... A tax advantage!