Sam Dunbabin

Sam Dunbabin

When it comes to solid financial planning, nothing is more critical to our clients’ success than experience. As Sam came to us with over 20 years’ experience, it was a fairly easy decision to bring him onboard with the Financial Planning Team at Advisory Partners.

Since joining the team in July 2023, Sam has hit the ground running and made highly favourable impressions on his clients. Financial planning has many intricacies and every client has their own set of financial hopes and dreams. Sam’s ability to simplify the complex and spend time learning his clients’ financial goals before mapping out a sound strategy to achieve them are sources of great comfort to his clients.

Having worked in larger firms, Sam now enjoys being closer to his clients and getting to know them as humans instead of as numbers. He finds this personal knowledge of their circumstances motivating and regards their success as his success.

When he’s not working the angles for his clients, Sam can be found running, woodworking and pitching in raising his two super active kids within his basketball tragic family.

Qualifications & Memberships

Advanced Diploma of Financial Services

Bachelor of Commerce Financial Planning and Finance

Member Financial Advice Association Australia