Team Members

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Why choose us?

“Trust – the one thing that changes everything” – Stephen MR Colvey

    1. Sam Tabit is not only a Certified Financial Planner®, he also holds a master’s degree in Financial Planning & a Diploma in Life Coaching. 
      Sam’s background and education make her uniquely qualified to help clients identify and adjust patterns and behaviours related to money. This background also gives Sam a special ability to lead clients through goal setting related to their business and/or personal lives.
    2. We are committed to acting as a fiduciary in a client-centered relationship. 
      This is an expectation under FOFA best interest duties.
    3. We help you clarify your goals, and we ensure that we understand them.
      We take the time to help you define exactly what you want out of your life, your personal definition of fulfilment.
    4. We conduct a comprehensive financial review.
      We find that the most successful and effective plans are those in which all of the pieces are working together toward one common goal.
    5. We coach you  throughout life’s transitions.
      Along the way, your financial plan is updated as life changes occur. And as you achieve your goals, we’ll help you identify your next challenges.
    6. We Encourage client education.
      Gaining education opens many opportunities and enhances your confidence in our financial planning process. In society we are not taught the values of real financial education. We believe to gain your trust and grow your wealth,education you will only complement our relationship and secure your retirement future.

Core values

As a Corporate authorised representative of Affinia Financial Advisers and a Certified (CFP) Member of the Financial Planning Association (FPA), Bamboo representatives abide by the following Code of Ethics to maintain a high standing in the community and gain our clients trust for long lasting relationship.

  1. Integrity
    We observe high standards of honesty & integrity in conducting and providing financial planning services
  2. Objectivity
    We are objective in providing advice and services . We will be transparent in information you the type of advice you will be receiving.
  3. Competence
    We provide competent financial advice by maintaining up to date knowledge ,skills & qualification. Our senior adviser holds both a Masters in Financial Planning and is a Certified Financial Planner.
  4. Fairness
    We provide advice and service in a manner that is fair, honest and reasonable.
  5. Diligent
    We act with due skill, care and diligence in the provision of financial planning services
  6. Professionalism
    We ensure all conduct and priorities brings credit to the profession and to our clients
  7. Confidentiality
    We do not disclose any confidential information without the specific consent from you unless compelled to do so by law, or as required to fulfil any legal obligations.
  8. Compliance
    We ensure all conduct complies with Affinia’s Financial planning’s professional Standards, relevant legislation and regulations