Sam Gouda

Experience

• 

  CommSec

  Oct 2010 - Jul 2013

  Equities Associate

  Commonwealth Securities (CommSec) is Australia's leading online stockbroking firm operated by the Commonwealth Bank of Australia.Responsibilities at CommSec:* Execute trades.* Provide stock quotes on a domestic and international scale.* Receive instructions on corporate actions and communicate relevant news to clients. * Interpret quantitative and qualitative company reports and announcements to assist with investor inquiries.

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  Crescent Wealth

  Feb 2013 - Oct 2017

  Crescent Funds Management (AUST) Limited - AFSL Number: 365260. Crescent Wealth (CW) is an ultra-ethical superannuation fund and asset manager, offering a suite of products that avoid investments in assets which have a negative impact on society. All products have high quality structures and are sub-advised by leading fund managers across the globe. I joined CW during its start-up phase and played an important role in operations, compliance and developing FUM expansion strategies.

  • AFSL Responsible Manager

    Jan 2014 - Oct 2017

  • Senior Relationship Manager

    Feb 2013 - Jun 2017
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  ANZ

  Jun 2017 - Mar 2023

  ANZ Health (a specialisation within ANZ Bank) provides medical professionals tailored banking solutions to meet the unique needs of the specialisation. The role is responsible for maintaining and growing a portfolio of medical professionals. It requires an in-depth industry knowledge as well as understanding and applying the full suite of banking products to provide the most appropriate requirements for the practitioner.Responsibilities at ANZ Health: * Refinancing for sustainability.* Funding for organic (development) or inorganic (acquisitions) expansion.* Syndicating debt transactions.* Providing working capital solutions, including process improvement consulting services.* Managing cash and investment portfolios. Show less

  • Private Banker - Private Office [ANZ Private]

    Aug 2021 - Mar 2023

  • Associate to the National Director - Family Office Group [ANZ Private]

    Oct 2018 - Aug 2021

  • Senior Business Banker [ANZ Health]

    Jun 2017 - Oct 2018
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  GoldBitsCoin

  Aug 2017 - Jul 2018

  Consultant - Compliance Advisor
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  Mintwell

  Jul 2020 - Jun 2022

  Consultant - Funds Management
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  Steadfast Financial

  Apr 2023 - now

  Principal

  Steadfast Financial is a full-service boutique mortgage and finance broking firm. Our priority is tailoring a solution based on your needs and goals.Steadfast Financial was established with a mission to raise the bar in finance broking. The industry faces ever-changing regulations and assessment parameters, and there is no longer a one size fits all approach.We aim to simplify the loan application process, educate and inform you throughout the journey, and expertly manage it from initial discussions to settlement and post settlement.We have a panel of over 40 lenders, each with subtle nuances. Our knowledge and thorough research process ensures you are getting the most appropriate and competitive financing solution each and every time.With in-depth experience in residential and commercial finance, we have the expertise to assist everyone from first home buyers to high net worth and complex commercial clientele. Show less