Financial Adviser
· PORT MACQUARIE, NSW
Samuel Wicks
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000431776
Samuel Wicks is a financial adviser based in Port Macquarie, New South Wales, with 17 years of experience in the financial services industry since 2009. Samuel is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Master of Applied Finance from Macquaire University. Samuel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Economic and Social Sciences
The University of Sydney
2010
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2011
Master of Applied Finance
Macquaire University
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2013
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
Registration History
NEXT FINANCIAL HOLDING COMPANY PTY LTD
Source: ASIC Financial Advisers Register