Samuel Bertram

Relationship Manager
Originally from Launceston, Samuel moved to Hobart to complete his Bachelor of Science, majoring in Mathematics.

Following his graduation in 2021, he worked at Spirit Super (now Care Super) in both client-facing and back-end administration roles, which sparked his interest in financial services and inspired him to pursue a Graduate Diploma in Financial Planning.

Samuel enjoys helping clients navigate complex financial decisions, finding creative solutions tailored to their unique circumstances, and providing guidance that empowers them to achieve their goals.

Outside of work, Samuel enjoys spending quality time with family and friends, travelling, weightlifting, building LEGO sets, and exploring his love of mathematics through problem-solving and analytical challenges.

Test

Looking for your nearest Advice office?

Important information

This content has been prepared by Ironbark Advice.  

This website contains general information only and does not consider your personal financial circumstances or needs. To the extent permitted by law, Ironbark Advice is not liable for any loss or damage arising because of a reliance placed on the contents of this page.  

Any fee information provided on this website in relation to services provided by Ironbark Advice is indicative only and may vary depending on your specific circumstances and the services you are accessing. All fees are subject to change and will be confirmed with you prior to the provision of the applicable service. Please refer to the Ironbark Advice Financial Services Guide for more information.

Ironbark Advice is comprised of the following wholly owned entities of Ironbark:

Invest Blue Direct Pty Ltd (ABN 31 127 861 661) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.