Quick links img
image
Contact us img
  • Call us on 02 9906 1125
  • Send us an email

Sam Carroll

Sam Carroll

Mr Sam Carroll
Managing Director and Financial Adviser

Financial Services Guide
Financial Services Guide 2

Experience

Sam has been with WB Financial since 2005. During that time he has held roles as an Adviser Assistant, Associate Adviser, and currently holds a role as a Senior Financial Adviser. In 2010 he acquired part ownership and in 2012 became a director in the business.

As an adviser, Sam has a deep interest in protecting the wealth of business owners. In particular he enjoys interacting with them and hearing their stories about how they started and grew their businesses. He thrives on being involved in running and growing a business of his own and takes great pleasure out of developing the competence and careers of people around him. Mostly he is motivated by making a difference in the lives of his clients.

Qualifications

Sam has completed a Bachelor of Business (Financial Services) and the Advanced Diploma in Financial Planning.

Additional Information

“I love hearing about people’s journey in their business and sitting down with them and helping them come up with solutions to problems they often find difficult to articulate in the first place.”

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Level 8 28 Clarke Street CROWS NEST NSW 2065
Phone 02 9906 1125
Email sam.carroll@wb.com.au