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Sam Wicks
BESS MAppFin AdvDipFP
Financial Planner
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
Sam has been involved in providing holistic wealth management advice to clients since 2008. Sam is a highly motivated individual who is passionate about his clients achieving financial security and freedom. Sam's determination to build long-lasting relationships with clients is as much a priority as his ambition to develop a strategic financial plan that is secure and attainable.
Investment Style
Sam adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Stockbroking
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Personal Insurance
Self-Managed Super Funds
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Economic and Social Sciences
Tier 1 Margin Lending - Personal Advice
Professional Diploma in Stockbroking
Master of Applied Finance
Advanced Diploma of Financial Planning
Associations
No items found.
Competencies
Direct International Equities Trading Adviser
Managed Investments
Securities
Margin Lending
Financial Planning
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Superannuation
Tax (financial) Adviser
Generic
Life Insurance
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
