Samuel Wilson
About Me
I see my role as a Financial Adviser as not only someone who develops strategies and provides investment advice to clients, but as a sounding board for clients for anything to do with money.
I particularly enjoy building long-term relationships with clients and watching the strategies we implement put clients in a better position.
I have over 10 years of experience as a licensed Financial Adviser. I attained a Bachelor of Business from the University of the Sunshine Coast in 2007 and a Diploma of Financial Services (Financial Planning) in 2010. I am a member of the Financial Planning Association of Australia (FPA).
Outside of finance and family, I am an avid cricket fan. I put on the whites every fortnight for the Carina Cricket Club and play indoor cricket weekly. My other interests include listening to and growing my vinyl record collection.
Areas of Focus
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 14 Years
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Licensed By Count Financial Limited