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Sam Paradice

Financial Adviser

Morgans Financial Limited - Scone
Scone, NSW 2337

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About

Samuel Paradice is an ASIC-registered financial adviser based in Scone, NSW, dedicated to helping clients achieve their financial goals through tailored and strategic advice. With a strong academic foundation including a Bachelor of Arts from the University of New England (1990), a Post Graduate Diploma in Business Studies from the same institution (1991), and further advanced qualifications such as a Graduate Diploma (1997) and a Masters (1998) in Applied Finance and Investment from the Securities Institute of Australia (SIA), Samuel brings a wealth of knowledge and experience to his practice. Samuel is authorized to provide advice on a comprehensive range of financial products, including wealth management solutions, securities, derivatives, and government debt securities. This broad authorization allows him to create well-rounded financial strategies that address diverse client needs. Key services offered include: • Wealth Management • Investment Advice (Securities & Derivatives) • Financial Planning • Portfolio Construction • Superannuation Advice Samuel is committed to providing clear, understandable advice, empowering clients to make informed decisions about their financial future. Whether you are planning for retirement, seeking to grow your wealth, or simply need guidance on navigating the complexities of the financial markets, Samuel can help. Contact Samuel today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Wealth Management Securities Advice Derivatives Advice Investment Strategies Financial Planning Retirement Planning

Client Types

Personal Investors

Services

Wealth Management Superannuation Advice Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000279325

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Samuel Paradice offer?

Samuel Paradice is authorized to provide advice on wealth management, securities, derivatives, and government debt securities. He can help you with investment strategies, portfolio construction, and overall financial planning.

What are Samuel Paradice's qualifications?

Samuel holds a Bachelor of Arts and a Post Graduate Diploma in Business Studies from the University of New England. He also has a Graduate Diploma and a Masters in Applied Finance and Investment from the Securities Institute of Australia (SIA).

How does Samuel Paradice approach financial planning?

Samuel focuses on understanding your individual financial goals and circumstances. He then develops a tailored strategy to help you achieve those goals, providing ongoing support and advice along the way.

What should I expect during my first meeting with Samuel Paradice?

During your initial consultation, Samuel will discuss your current financial situation, your goals, and your risk tolerance. This will allow him to gain a clear understanding of your needs and begin developing a suitable financial plan.

Can Samuel Paradice help me with retirement planning?

Yes, Samuel can provide comprehensive retirement planning advice, including superannuation strategies, investment planning, and income projections to help you achieve a comfortable retirement.

Get in Touch

Contact Sam directly for personalised advice.

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