Morgan Johnson

Sam has been in the financial services industry for 6 years. Sam started out working for a boutique financial advice company where he found his passion for working with clients to help them achieve their financial and lifestyle goals. Sam then took on an opportunity to work for one of the big four banks, where he was able to develop his skills and knowledge. He was looking after the advice for their flag ship branch in the Brisbane CBD and worked on remediating clients from previous advisers. Sam has since joined KDM Financial and Estate Planning in December 2019 as a Senior Financial Adviser

Qualifications and certifications

2016 – Advanced Diploma of Financial Planning – Monarch
2016 – Diploma of Financial Planning – Monarch
2015 – Bachelor of Business (Finance) – QUT
2012 – Diploma in Commerce – QIBT

Professional memberships

Member of Financial Planning Association of Australia (FPA) – Financial Planner AFP®
Member of Tax Practitioner Board (TPB) – Tax Financial Adviser