Hugo JB Sampson in

Hugo JB Sampson

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Member Board Of Directors at Advice Evolution
📍 Melbourne, Victoria, Australia

Hugo is a Senior Financial Adviser at Lifetime Financial Group with over 20 years of experience and serves on the Board of Directors for Advice Evolution. A Bachelor of Business graduate from RMIT University, he is recognized for his technical knowledge and strategic guidance. People often describe him as professional, approachable, thorough, and thoughtful.

Outside of finance, Hugo is deeply committed to community causes. He serves on the National Donor Advisory Committee for the Australian Red Cross Lifeblood, representing over half a million donors. He is also an active member of the Royal South Yarra Lawn Tennis Club, where he has served on the Captains Committee.

Unique fact: Hugo was named Advice Evolutions Adviser of the Year for two consecutive years in 2016 and 2017.

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Experience
21 Years
Current Role
Member Board Of Directors
Location
Melbourne, Victoria, Australia
Personality Overview

How Hugo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Hugo cares about

Financial Strategy
As a senior financial adviser with over two decades of experience, he focuses on strategic direction, retirement planning, and superannuation for his clients.
Blood Donation Advocacy
He serves on the National Donor Advisory Committee for Australian Red Cross Lifeblood, a cause he describes as profound and vital for saving lives.
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Career

Work history

3-2021
Member Board Of Directors
Advice Evolution
12-2013
National Donor Advisory Committee
Australian Red Cross Lifeblood
10-2007
Senior Financial Adviser
Lifetime Financial Group
3-2011 - 4-2014
Vice President
BNI - Business by the Beach
12-2010 - 2-2013
Captain's Committee Member
Royal South Yarra Lawn Tennis Club
In the press

Media appearances

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Education
2020
FASEA Examination for Financial Planners
Financial Adviser Standards and Ethics Authority (FASEA)
2019
Ethics & Professionalism in Financial Planning
Kaplan Professional
2016
Self Managed Superannuation Funds Accreditation
Kaplan Professional
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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