Samuel Wicks
BESS MAppFin AdvDipFP
Financial Adviser
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
Personal Insurance
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Economic and Social Sciences
Master of Applied Finance
Professional Diploma in Stockbroking
Tier 1 Margin Lending - Personal Advice
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation
Life Insurance
I am a partner of Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me by way of salary. As a shareholder of Coffs Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Coffs 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.
I am a partner of Mid Coast Money Management Pty Ltd, a shareholder in Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited – Coffs Harbour. My employer remunerates me as your advisor by way of salary. I am eligible to participate in a bonus scheme depending upon performance. As a shareholder and partner I will be entitled to a share of profits.
