< Return

Samantha Lecky

Client Services Manager

Samantha brings over 17 years experience to the Wealth Management side of the business. She studied Business Process Design and Implementation at the University of Sydney and has completed five components of the Diploma of Financial Planning through Deakin University.

Her industry experience covers paraplanning, client service advice & management and practice administration within both boutique financial planning firms and major financial planning dealer groups. She has worked with several financial planning firms, both large companies and small independents, in Tamworth, North Sydney and Mona Vale.

Samantha is people person who loves building and maintaining great relationships with clients and colleagues. Another of life's positive people, she believes problems are an opportunity to learn and improve. She maintains this attitude in her personal life.

She likes to travel particularly if there is a tough trek at her destination. So far she has conquered Mont Blanc in Switzerland/France and the Dolomites in Italy. She has warned us that she is planning more trekking challenges in the future.

Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8973 2222

GET DIRECTIONS

START A CONVERSATION