Samuel Wicks
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431776
- Location
- Port Macquarie NSW 2444
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 13 July 2017
- First provided advice
- 2009
- Qualifications
- Bachelor of Economic and Social Sciences, The University of Sydney (2008); Professional Diploma in Stockbroking, Stockbrokers Association of Australia (2010); Master of Applied Finance, Macquaire University (2011); Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2012); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Wicks
Samuel Wicks is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Macquarie, New South Wales (adviser number 000431776).
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 13 July 2017.
According to the register, Samuel first provided financial advice in 2009. The qualifications listed for Samuel include Bachelor of Economic and Social Sciences (The University of Sydney, 2008), Professional Diploma in Stockbroking (Stockbrokers Association of Australia, 2010) and Master of Applied Finance (Macquaire University, 2011). Samuel is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Samuel Wicks a registered financial adviser?
Yes. Samuel Wicks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431776.
Which licensee does Samuel Wicks work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Samuel Wicks give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.