Sam Wilson

Financial Planner at FLM

Sam Wilson is a Financial Planner at FLM. Prior to this role, Sam worked as a Relationship Manager at Westpac Banking Corporation London Branch, where Sam provided support to a base of expatriate clients. Sam also served as a Senior Financial Adviser at Westpac New Zealand Limited, helping clients develop and implement financial plans. Additionally, Sam was involved in arranging networking and business events for Dunedin Young Professionals. Sam started their career as an Adviser Assistant at Craigs Investment Partners. Sam holds a Bachelor of Commerce degree in Finance & Economics from the University of Otago.

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Timeline

  • Financial Planner

    June, 2018 - present