SAMANTHA TRICARICO

Samantha holds a Bachelor of Commerce, majoring in Financial Planning and Management, from Deakin University.

Samantha Tricarico is a dedicated Client Services Officer at Oakview Financial who takes pride in supporting clients at every stage of their financial journey. Samantha manages client communications with warmth and professionalism, oversees the preparation and processing of annual reviews, and coordinates quarterly and bi-annual meetings to ensure a seamless, well-organised experience.

Samantha is also closely involved in the implementation of tailored financial strategies, including superannuation, investment portfolios, and contribution strategies. Her thorough, proactive approach ensures a smooth and efficient experience for clients, while providing valuable support to the advisory team.

While completing her bachelor’s degree, Samantha gained valuable industry experience working as a Self-Managed Superannuation Fund Auditor before moving into a role within an accounting firm. During this time, she developed a strong technical foundation and discovered a genuine passion for financial planning. Her exposure to the superannuation space highlighted the meaningful and lasting impact financial advice can have on people’s lives, inspiring her to change her major from Accounting to Financial Planning.

Since that pivotal turning point, Samantha has spent the past nine years building a successful career in the financial services industry, driven by her commitment to helping clients achieve greater financial confidence and clarity.

Outside of work, Samantha enjoys running and staying active, as well as spending quality time with friends and family. She has a passion for baking and cooking, and loves exploring new restaurants and dining experiences. Originally from Victoria, Samantha has a love of travel, with Greece being her favourite destination.