Introducing
our new
Mount Eliza
Office

Introducing our new
Mount Eliza Office

Introducing our new
Mount Eliza Office

First Samuel, one of Australia’s leading wealth management firms, is proud to now have a presence in Mount Eliza. Anthony Starkins, Executive Director and a long-time Mount Eliza resident, will forgo his daily commute to Collins Street and will focus on serving individuals, couples and families in Mount Eliza and Mornington Peninsula.

We take the time to understand your goals—now and in the future—to tailor our services and investment strategies that reflect your personal, family, and business circumstances. Our advice integrates tax, superannuation, and structural planning across personal accounts, companies, trusts, and Self Managed Superannuation Funds (SMSF).

We support every stage of life — from wealth creation and retirement to succession and intergenerational legacy — providing access to specialists who deliver solutions uniquely designed for you. At First Samuel, we deliver truly comprehensive advice — integrating investment management, family wealth planning, self-managed superannuation, retirement strategies, and tax-efficient structures — all tailored to your unique circumstances

MEET ANTHONY STARKINS
FOUNDER AND EXECUTIVE DIRECTOR, FIRST SAMUEL

With over 45 years in the financial services industry, Anthony Starkins brings not only world-class expertise but also a deep personal commitment to the Mount Eliza community he proudly calls home.

Before founding First Samuel in 1999, Anthony spent nearly two decades with Schroders and then J.P. Morgan, working in Melbourne, Sydney, Tokyo, Singapore, and London. These global roles in treasury, capital markets, and investment management gave him an insider’s understanding of how sophisticated financial strategies are built — knowledge he now applies to helping Australian families achieve lasting financial success.

“I’m proud to bring the collective expertise of our team to the Mount Eliza community. Our focus is simple — to provide the highest standard of wealth management and ensure the long-term financial wellbeing of our clients.”

Anthony Starkins, Founder & Executive Director

Anthony founded First Samuel with a simple idea: that individuals and families deserve the same disciplined investment expertise as major institutions, but delivered with trust and personal care. For more than two decades, that philosophy has guided the firm’s work — advising high net worth families, and crafting bespoke wealth strategies that align with each client’s goals and values.

Anthony has always believed in giving back to the community. He has served as a director of Alfred Health, Ruyton Girls’ School, and the Melbourne Football Club. He now extends First Samuel’s ‘Collins Street expertise’ to a Mount Eliza presence. 

Educated in Mount Eliza and a long-time local, he’s known not only for his professional achievements but also for his active involvement in the Mount Eliza Cricket Club (playing since 1969), his support of local causes, and his enthusiasm for community life.

“I’m passionate about my family, my cricket, my football team — and my First Samuel clients. In each case, the team comes first.”

Anthony Starkins, Founder & Executive Director

BRINGING WORLD-CLASS WEALTH MANAGEMENT TO MOUNT ELIZA

For Mount Eliza residents — many of whom have built successful businesses, property portfolios, or family legacies — Anthony’s experience offers something rare: institutional-level investment insight combined with genuine local understanding.

Whether it’s structuring intergenerational wealth, navigating retirement planning, managing self-managed superannuation funds, or developing tax-efficient investment strategies, the First Samuel team provide trusted, personal advice that reflects both the complexity of modern markets and the values of this close-knit community.

By bringing First Samuel’s expertise to Mount Eliza, Anthony is helping local families access the same tailored wealth management solutions that have guided some of Australia’s most successful individuals — now right here, in Mount Eliza.

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LEARN MORE ABOUT FIRST SAMUEL

STRATEGIC
ADVICE

STRATEGIC ADVICE

Your own Private Client Adviser who provides strategic wealth advice that evolves as your circumstances and regulations change. We do not pretend that selling investment products is advice.
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INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

An individually managed portfolio that is directly invested and designed to meet your objectives, liquidity needs and values. We know that tax is by far your biggest wealth management expense, so your investments are directly and individually managed so your tax can be optimised.
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ADMINISTRATION
& REPORTING

ADMINISTRATION
& REPORTING

Record keeping, secure online reporting, bill paying, cash management, independent audit report, etc. We do it all for you, so you don’t have to.
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WE USE THESE THREE SERVICES TO BUILD TAYLORED OFFERINGS, FOR EXAMPLE:

SELF MANAGED SUPERANNUATION FUNDS

SELF MANAGED
SUPERANNUATION FUNDS

Maximise the flexibility of investment choice, tax-management and tailoring your superannuation strategy to your specific goals. Integrated advice to keep pace with changing government superannuation regulations.
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Lifetime wealth management - icon of family in black and white.

FAMILY WEALTH MANAGEMENT

FAMILY WEALTH MANAGEMENT

Preserve and grow family wealth across generations to provide certainty, save tax and offer transparency.
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LIFETIME WEALTH PLANNING & MANAGEMENT

LIFETIME WEALTH PLANNING MANAGEMENT

Wealth management starts well before retirement. Compounding investment returns over a long period readily accumulate wealth. And mortgage management is critical.
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If you’d like to learn more about how we can help you secure your financial future, contact us
on +613 8610 9222, or submit an enquiry below and he will personally be in touch.