Samuel Wicks
Financial Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
