Sam Wilson

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.