Sam Hunt
Bachelor of Business – Economics & Finance, RMIT University,
Graduate Diploma of Applied Finance & Investment, Securities Institutes of Australia,
Graduate Diploma of Financial Planning, Securities Institutes of Australia,
Certified Financial Planner (CFP®),
SMSF Specialist Advisor (SSA),
Fellow of the Williamson Community Leadership Program, Leadership Victoria
"I have a genuine desire to help our clients achieve what is most important to them, by giving them clarity around the important financial decisions they face."
My Short Story
My journey into financial planning began with a clear goal: taking control of my own financial future. Straight out of university, I was accepted into a competitive graduate program with a leading financial services company. It was an incredible experience that exposed me to every facet of the profession -banking, superannuation, investment, and more.
But after a few years of learning the ropes, I realised that my true passion lay in helping others achieve their financial goals, not just my own. So, I made the bold decision to go into business. Around the same time, I started my family, and today, I have the privilege (and responsibility!) of raising five children. This has only deepened my commitment to securing a stable financial future for both my family and my clients. I thrive on the intellectual challenge of this work, but what drives me most is helping my clients achieve what matters most to them.
What inspires me in my role is the opportunity to make a meaningful difference in three key areas. Firstly, I find immense satisfaction in growing and developing the members of our team. Watching them evolve in their skills and confidence while working towards shared goals is incredibly rewarding. Secondly, I’m deeply motivated to help our clients achieve what matters most to them, whether it’s securing their financial future or reaching personal milestones. Seeing their success fuels my passion for what we do. Lastly, giving back to the community in a meaningful way is a core value at Warr Hunt. Whether through volunteering or supporting local initiatives, I believe in using our success to have a positive impact on the broader community. Together, these three pillars keep me inspired every day.
More About Sam
Sam is passionate about working with professionals and business owners to help them make intelligent financial decisions to achieve their most important goals.
He helps his clients to identify their needs and objectives, and is able to draw upon his depth of practical experience and academic foundations to explain complex matters so his clients’ can make informed decisions.
Early on in his banking and finance career, Sam recognised the importance to him of creating a business that helped people and represented his values. He feels fortunate to have been able to fulfil this ambition since 2004.
Sam has been a trustee of a charitable foundation for over 10 years and is current chairman. His focus is on youth development and education, as he believes that everyone should be afforded an opportunity to develop to their full potential. Sam is often sought after to present and provide strategic advice to philanthropic groups.
Read about Sam’s passion via this link.
Sam maintains a fit and healthy lifestyle, enters as many ocean swims as possible during the summer and tries to get away for one adventure holiday each year.
Professional Memberships
- Financial Advice Association Australia (FAAA), CFP® Professional
- SMSF Association
- Philanthropy Australia via charitable foundation