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Samuel 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
Self-Managed Super Funds
Personal Insurance
Stockbroking
Retirement and Estate Planning
Superannuation Advice
Financial Planning
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Bachelor of Economic and Social Sciences
Professional Diploma in Stockbroking
Master of Applied Finance
Tier 1 Margin Lending - Personal Advice
Diploma of Financial Planning
Associations
No items found.
Competencies
Tax (financial) Adviser
Generic
Securities
Financial Planning
Managed Investments
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Life Insurance
Superannuation
FASEA Financial Adviser Exam
Margin Lending
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.
