The NA Filing System
Everything about how we use our Dropbox filing system at Nine Advisory
Filing at Nine Advisory is taken very seriously!!! Jokes aside, it is very important to ensure that we store things safely and securely, and in an organised manner so that we can find things again.
We also need to remember that the information we are storing on behalf of our clients is THEIR information which is very sensitive and HIGHLY confidential - so we must handle all documents with the utmost care.
Here's how.....
Your Instructor
Sam is passionate about small business. He believes small business deserves better. That's why he built Nine Advisory.
Nine Advisory's mission is to help 10,000 small and medium sized businesses achieve 'Lifestyle' or 'Performance' success. Our online assets aim to take all of the content that we use in our consulting and advisory business and deliver to small businesses at a fraction of the price. We hope you enjoy it!
A bit about Sam
Sam began working with small to medium business in 2002 when he started his career in Chartered Accounting at William Buck. In 2005 he moved to PKF (formerly Lawler Partners).
In 2008, Sam took an opportunity to work for Merrill Lynch (Bank of America) in equities and equity derivatives.
After 7 years working with investment banks Merrill Lynch and JP Morgan, it became clear that Sam's passion was in working with and developing small to medium businesses, and returned to PKF.
Following 3 years at PKF, supported by both PKF and his existing client base, he took the first step in pursuing his passion for business and setup his own - Nine Advisory.
Sam hails from a small town near Narrabri in the north west of NSW, where he grew up on a cattle and wheat farm. His parents continue to run the farm. He continues to be passionate about agriculture and also has a strong technology bias.
At the same time as starting his business, Sam and his wife Annabelle - also from the country in south-central Queensland, welcomed their boy Banjo into the world.
Sam is a keen sports fan (Waratahs, Swans, Dragons, cricket and horse racing) and a lover of all things competitive.