Samuel Saunders
Senior Vice President, Financial Adviser
Phone:
(08) 8468 6160(08) 8468 6160
The CEDARS Group
Our Mission Statement
We offer personalised wealth management and investment solutions to individuals, families and organisations, focusing on innovative strategies and exceptional services to meet our client’s unique ambitions and financial priorities throughout all stages.
Our Story and Services
The CEDARS Group at Morgan Stanley offers individual, families and for-purpose organisations a comprehensive wealth management service. Our diverse team is deeply committed to enhancing every aspect of our client’s financial well-being, encompassing asset allocation and portfolio construction, portfolio management, retirement planning, superannuation (and self-managed superannuation funds).
We truly value the relationships we have with our clients. They’re built on trust and a commitment to working together to achieve the right financial outcomes. We view each client's situation, financial profile, and goals as entirely unique; as such, we tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley.
Finally, we embrace our roles as stewards of wealth and are mindful of the legacies they are creating by providing a high level of professionalism, empathy and intellectual creativity.
We truly value the relationships we have with our clients. They’re built on trust and a commitment to working together to achieve the right financial outcomes. We view each client's situation, financial profile, and goals as entirely unique; as such, we tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley.
Finally, we embrace our roles as stewards of wealth and are mindful of the legacies they are creating by providing a high level of professionalism, empathy and intellectual creativity.
Services Include
- Advice for Not-for-Profit Organisations
- International Investing
- Global Asset Allocation and Portfolio Management
- Portfolio Management
- Retirement Planning
- Superannuation and Retirement Strategies
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
The CEDARS Group at Morgan Stanley
The CEDARS Group’s approach to working with clients focuses on three main objectives: help preserve their wealth, maintain and enhance their goals and aspirations, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual or foundation’s current lifestyle, goals and aspirations. This is complemented with an understanding of the client’s concerns and fears.
When developing an asset allocation, we take full advantage of all resources provided by the firm. Morgan Stanley is one of the largest purveyors of asset managers in the industry and therefore, has access to an incredibly wide selection of investment managers, funds and products on behalf of clients. The CEDARS Group utilises the findings of Morgan Stanley’s platform resources and makes catered investment recommendations for each client.
We also strive to ensure that the clients’ wealth is sustainable. By providing estate and trust reviews, promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle.
When developing an asset allocation, we take full advantage of all resources provided by the firm. Morgan Stanley is one of the largest purveyors of asset managers in the industry and therefore, has access to an incredibly wide selection of investment managers, funds and products on behalf of clients. The CEDARS Group utilises the findings of Morgan Stanley’s platform resources and makes catered investment recommendations for each client.
We also strive to ensure that the clients’ wealth is sustainable. By providing estate and trust reviews, promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle.
Location
2 King William Street
Level 4
Adelaide, SA 5000
AU
Meet The CEDARS Group
Phone:
(08) 8468 6162(08) 8468 6162
Monica Maher
Director
Phone:
(02) 9770 1132(02) 9770 1132
Rebecca Chow
Client Service Manager
Phone:
08846861650884686165
Alexander Parousis
Client Service Manager
Phone:
08846861630884686163
About Sam Saunders
Sam is a dedicated financial adviser with over 15 years of experience, passionately guiding families, not-for-profit organisations, and foundations to achieve financial security and growth.
He brings a wealth of knowledge, backed by a broad spectrum of experience and a network of industry leaders, to offer tailored financial strategies that meet the unique needs of each client.
With a focus on building lasting relationships, Sam is deeply committed to understanding the personal and financial aspirations of those he serves.
He prides himself on providing holistic financial advice, integrating institutional-level research and strategic discipline to help clients navigate the complexities of wealth management.
Sam's approach is characterised by a genuine care for his clients' wellbeing, offering them peace of mind as they journey towards their financial goals.
Driven by a mission to make a real difference in the lives of his clients, Sam offers a blend of professional expertise and personal touch, making him a trusted adviser.
Sam has been recognised on Barron’s list of Australia’s Top Financial Advisers for 2022.
He brings a wealth of knowledge, backed by a broad spectrum of experience and a network of industry leaders, to offer tailored financial strategies that meet the unique needs of each client.
With a focus on building lasting relationships, Sam is deeply committed to understanding the personal and financial aspirations of those he serves.
He prides himself on providing holistic financial advice, integrating institutional-level research and strategic discipline to help clients navigate the complexities of wealth management.
Sam's approach is characterised by a genuine care for his clients' wellbeing, offering them peace of mind as they journey towards their financial goals.
Driven by a mission to make a real difference in the lives of his clients, Sam offers a blend of professional expertise and personal touch, making him a trusted adviser.
Sam has been recognised on Barron’s list of Australia’s Top Financial Advisers for 2022.
About David Burgess
In a career spanning over 20 years, David has established himself as a deeply knowledgeable and trusted financial adviser. His journey in the financial sector is marked by a relentless commitment to excellence and integrity, driven by the understanding of the immense trust his clients place in him to manage their most significant assets.
David's approach to wealth management is both personalised and research-driven, emphasising the importance of genuine relationships to fully comprehend his clients' needs.
This approach, combined with his high standards, ensures that each client receives advice that is not only tailored to their unique situation but also grounded in extensive market analysis and strategic planning.
Holding a degree in Mathematics and Computer Sciences, along with a Graduate Diploma in Financial Planning, and accreditation as a Derivatives Adviser, David brings a robust technical and analytical foundation to his work. His strong mathematical background is the cornerstone of his disciplined and process-driven methodology, ensuring that wealth management strategies are both logical and effective.
Beyond his professional endeavors, David's commitment to community and development is evident through his involvement as a prior board member of Catherine House and a current board member of the Kensington District Cricket Club. This blend of professional expertise and community engagement underscores David's multifaceted approach to leadership and financial guidance.
David has been ranked in the Barron’s Top 100 Advisers in 2020, 2021 and 2022.
David's approach to wealth management is both personalised and research-driven, emphasising the importance of genuine relationships to fully comprehend his clients' needs.
This approach, combined with his high standards, ensures that each client receives advice that is not only tailored to their unique situation but also grounded in extensive market analysis and strategic planning.
Holding a degree in Mathematics and Computer Sciences, along with a Graduate Diploma in Financial Planning, and accreditation as a Derivatives Adviser, David brings a robust technical and analytical foundation to his work. His strong mathematical background is the cornerstone of his disciplined and process-driven methodology, ensuring that wealth management strategies are both logical and effective.
Beyond his professional endeavors, David's commitment to community and development is evident through his involvement as a prior board member of Catherine House and a current board member of the Kensington District Cricket Club. This blend of professional expertise and community engagement underscores David's multifaceted approach to leadership and financial guidance.
David has been ranked in the Barron’s Top 100 Advisers in 2020, 2021 and 2022.
About Monica Maher
Monica is known for her exceptional ability to understand her client’s unique financial needs. As an associate, her approach is deeply personal, ensuring that client’s specific circumstances and goals are at the centre. Monica’s dedication to fostering strong relationships based on understanding and built trust over time, sets her apart as a key contributor to the team.
Monica is currently pursuing a Diploma of Financial Planning. She holds a Bachelor of Commerce from the University of Sydney, providing a strong foundation in finance. This blend of ongoing education and a client-centred approach makes Monica a valuable asset to the CEDARS group, committed to supporting the success of their clients.
Monica is currently pursuing a Diploma of Financial Planning. She holds a Bachelor of Commerce from the University of Sydney, providing a strong foundation in finance. This blend of ongoing education and a client-centred approach makes Monica a valuable asset to the CEDARS group, committed to supporting the success of their clients.
About Rebecca Chow
Having spent over 20 years in the financial services sector, Rebecca has gained extensive experience providing support to financial advisers, directors, wealth managers and their clients. Rebecca provides the highest level of administrative support and takes pride in the reliability and professionalism of her service. Rebecca builds long-lasting relationships with clients of the CEDARS group, by taking the time to understand client’s history, their purpose and most important aspirations.
About Alexander Parousis
Alexander is an enthusiastic and motivated individual who has a passion for financial services after completing his bachelor’s degree in Corporate Finance. Alexander’s skills have been cultivated through work, study, internships and volunteering, providing a firm foundation as a Client Services Manager.
Alexander has a high emphasis as a Client Service Manager on making personal connections, building trust, being reliable and bringing professionalism to each and every client. Alexander is committed to the clients and being a valuable member to the CEDARS group.
Alexander has a high emphasis as a Client Service Manager on making personal connections, building trust, being reliable and bringing professionalism to each and every client. Alexander is committed to the clients and being a valuable member to the CEDARS group.
Wealth Management
Global Investment Office
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Ready to start a conversation? Contact The CEDARS Group today.
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Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.