E&P Financial Group
Sam Weir is a skilled professional with extensive experience in risk management and financial analysis. Currently serving as a Risk and Advice Manager at E&P Financial Group since October 2024, Sam previously held multiple roles at Aware Super, including Risk Officer, Complaints Case Manager, and Customer Engagement Specialist. Demonstrating strong problem-solving and communication skills, Sam effectively resolved customer issues across various channels. Prior roles at Commonwealth Bank included Financial Analyst and Team Leader Remediation, where Sam showcased analytical capabilities and leadership in mentoring teams. Educational credentials include a Master's degree in Banking and Financial Support Services from Charles Sturt University, a diploma in Financial Planning from TAFE NSW, and a Bachelor of Business in Marketing from Charles Sturt University.
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E&P Financial Group
E&P Financial Group (E&P) is a diversified Australian financial services business with a history spanning more than 30 years. The Group’s approach is to focus on long-term client partnerships, while seeking to provide high-quality, market-leading financial advice for private clients, institutional clients and corporates. E&P has an international network of experienced industry specialists working across wealth management, corporate advisory, institutional sales and trading, research, and funds management with offices located in Sydney, Melbourne, Canberra, Brisbane and New Jersey. The Group operates under three key divisions: E&P Wealth Personalised service is provided through a national team of dedicated advisers, offering clients the benefits of customised wealth solutions through a full suite of services which includes private wealth management, strategic financial advice, investment advice, stock broking, portfolio administration and reporting and estate planning. E&P Capital The Corporate Advisory team has built a reputation for delivering trusted, high-quality advice and outstanding execution for listed and unlisted companies, institutions and investors, with expertise in M&A, IPOs, debt structuring and capital raisings. The Institutional team provides a personalised, high-touch equity sales trading and execution service covering domestic funds, small-cap funds, international funds, hedge funds and risk-arbitrage opportunities. The Research team utilises deep technical expertise and quantitative techniques to identify specific themes and assess market trends which reveal compelling opportunities in line with our investment approach. Highly proficient analysts cover in total more than 100 stocks across targeted sectors. E&P Funds A suite of bespoke funds offers investors access to a broad range of asset classes and strategies across global equities, residential and commercial property, private equity, fixed income and solar infrastructure.