BCom (Fin & Econ) GradCertAppFin
Makellan joined First Samuel in January 2018 after relocating from Brisbane, QLD.
Makellan holds a bachelor degree in Commerce with a dual major in Finance and Economics from Griffith University and a Graduate Certificate in Applied Finance with Kaplan. She has over 10 years experience in the financial services sector, working in various sales, administrative and operational roles within retail banking and funds management.
As First Samuel’s authorised dealer, Makellan oversees all trading activities and ensures the effective execution of investment decisions and portfolio rebalancing. Additionally, she plays a key role in supporting the annual MDA Audit and Client Tax Reporting functions.
Makellan moved from the United States in 2013. Outside of First Samuel, Makellan enjoys spending time with friends, keeping active and travel.