Sam Wilson's Location
London, GB
Sam Wilson's Work
- Financial Planner @ FLM
- Relationship Manager @ Westpac Banking Corporation London Branch
- Senior Financial Adviser (AFA) @ Westpac New Zealand
- Business Committee @ Dunedin Young Professionals
- Adviser Assistant @ Craigs Investment Partners
Sam Wilson's Education
- The Chatered Insurance Institute
(Diploma in Regulated Financial Planning)
2015 - 2018 - Kaplan
New Zealand Stock Exchange Diploma (NZ Stock Exchange Diploma)
2007 - 2011 - University of Otago
Bachelor of Commerce (BCom) (Finance & Economics)
2004 - 2007
- Southland Boys High School1999 - 2003
Sam Wilson's Skills
- Investment Advisory
- Portfolio Management
- Investments
- Wealth Management
- Banking
- Equities
- Fixed Income
- Investment Strategies
- Strategic Financial Planning
- Asset Allocation
Sam Wilson's Summary
Sam Wilson, based in London, GB, is currently a Financial Planner at FLM, bringing experience from previous roles at Westpac Banking Corporation London Branch, Westpac New Zealand Limited, Dunedin Young Professionals and Craigs Investment Partners. Sam Wilson holds a 2015 - 2018 The Chatered Insurance Institute. With a robust skill set that includes Investment Advisory, Portfolio Management, Investments, Wealth Management, Banking and more, Sam Wilson contributes valuable insights to the industry. Sam Wilson has 5 emails on RocketReach.
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