Experienced Guides You Can Trust
Your success is our summit — meet the professionals who will help you get there.
Meet the Summit Wealth Group Team
Decades of collective experience dedicated to your success.
Jeff has been solving financial challenges for more than 20 years, earning him a reputation for getting things done with practical and affordable solutions. He leverages experience from both private practice and corporate environments to deliver considered advice to his clients.
Qualifications & Designations
- Bachelor of Business (Business Management) – CSU
- Diploma of Financial Planning (DFP 1-8), FPA
- Certified Financial Planner (CFP®), FPA
- Strategic Leadership Program – Stanford University
Professional Memberships
- Financial Planning Association (FPA), CFP® Professional
- Self-Managed Super Fund Association, SMSF Specialist Adviser
- Australian Institute of Company Directors (AICD), GAICD
Sam is a driven and client-focused associate who prides himself on supporting our clients with holistic financial advice. His communication skills and strong attention to detail allow him to present complex financial concepts in a clear and concise way.
Qualifications & Designations
- Bachelor of Commerce / Bachelor of International Business (Financial Planning & Economics) – Griffith University
Professional Memberships
- Financial Planning Association (FPA)
James prides himself on delivering exceptional client service and is enthusiastic about making the financial advice journey as smooth and approachable as possible. He was named one of the AFR's Top 100 Future Leaders in 2024.
Qualifications & Designations
- Bachelor of Banking & Finance – Monash University (in progress, graduating 2025)