SAMUEL WICKS
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & 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)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.