Samuel Wicks
Financial Adviser
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About
Samuel Wicks is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Bachelor of Economic and Social Sciences from The University of Sydney, a Professional Diploma in Stockbroking, a Master of Applied Finance from Macquarie University, and both a Diploma and Advanced Diploma of Financial Planning from the International Institute of Technology (IIT), Samuel brings a wealth of knowledge and experience to his clients. He is also a proud member of the Financial Advice Association of Australia (FAAA). Samuel is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice and retirement planning • Wealth management and investment strategies • Insurance solutions to protect your assets and family • Investment advice including securities and government debt Samuel is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Contact Samuel today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Samuel Wicks offer?
Samuel Wicks provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Samuel Wicks' qualifications?
Samuel Wicks holds a Bachelor of Economic and Social Sciences from The University of Sydney, a Professional Diploma in Stockbroking, a Master of Applied Finance from Macquarie University, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Planning.
What can I expect during my first meeting with Samuel?
During your first meeting with Samuel, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. He will take the time to understand your needs and develop a personalized financial plan tailored to your specific circumstances.
How does Samuel Wicks stay up-to-date with the latest financial regulations and market trends?
Samuel Wicks is committed to ongoing professional development and actively participates in industry events and training programs. He is also a member of the Financial Advice Association of Australia (FAAA), which provides access to resources and insights to help him stay informed.
How is Samuel Wicks compensated for his services?
Samuel's compensation is transparent and will be discussed upfront. It may be based on a fee for service, commissions, or a combination of both, depending on the type of advice and products involved. He will always disclose any potential conflicts of interest.
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