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Samuel Fenning


Director | Financial Adviser | Finance Broker

Authorised Representative (Financial Services & Credit)

 

Samuel is a director and financial adviser within Advise Wise. Samuel has extensive experience within financial planning, working with many different types of clients in an array of different company sizes. He shares a great passion for financial advice and is known for his friendly, professional and candid approach.

Samuel started in the industry in 2013 and works diligently in developing ongoing partnerships and relationships with clients including professionals, families, business owners and retirees.

Samuel believes in maintaining a high standard of education as well as the ongoing pursuit of new strategies and capable technology to assist clients in meeting their goals and objectives.

Areas of Expertise

Samuel is highly experienced in providing personal advice on:

  • Investment and portfolio construction
  • Superannuation
  • Retirement planning
  • Risk management
  • Debt management
  • Cashflow management
  • Estate planning guidance
  • Taxation and structures
  • Succession planning
  • Intergenerational planning

Additionally, Samuel is a finance broker and more recently assists clients with their debt strategies including borrowing, refinancing, debt consolidation and debt management.

Qualifications & Memberships

Qualifications

  • Certified Financial Planner
  • Bachelor of Commerce (Financial Planning)
  • Diploma of Finance and Mortgage Broking Management 

Accreditations

  • Young Adviser of the Year – IFA Excellence Awards 2020
  • Accredited Listed Product Adviser
  • Registered Tax (Financial Adviser)

Memberships

  • Financial Planning Association of Australia
  • Finance Brokers Association of Australia

Outside Work

Samuel enjoys and believes in a balance of family, work and hobbies. Samuel is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.

More About Me

Finish this sentence. On Sunday mornings, you can usually find me…

At a local café, indulging in a coffee and enjoying the company of friends or family.

Flashback to when you were 10 years old. What do you want to be when you grow up?

Firefighter – The irony in the name Fireman Sam is not lost on me, but I’ve always had a desire to help people and from a young age this was one of the professions I found most admirable.

What is your favourite book you’ve read, and why?

Player of Games by Iain M. Banks – It was one of the first books that I struggled to put down and found the story captivating. An interesting novel that looks at Utopian and Fascist societies, methods of peace and conflict in governing as well as the evolving need for human purpose.

2020 Young Adviser Of The Year

 

Young Adviser of the Year – IFA Excellence Awards 2020

Young Adviser Of The Year Finalist 2021

 

Young Adviser of the Year Finalist (Winner TBA) – IFA Excellence Awards 2021

What Are You Waiting For?

Book a consultation with Sam and see how his award winning advice can help you achieve your financial goals.

Book Consultation

Samuel Fenning


Director | Financial Adviser
Authorised Representative (Financial Services and Credit)

Sam is both a director and financial adviser within Advise Wise. Sam has extensive experience within financial planning, working with many different types of clients, in an array of different company sizes. He shares a great passion for financial advice and is known for his friendly, professional and candid approach.

Sam started in the industry in 2013 and works diligently in developing ongoing partnerships and relationships with clients including professionals, families, business owners and retirees.

Sam’s focus on maintaining a high standard of education accompanied and in strategizing the business to best optimize client’s best interests has been fully ingrained within Advise Wise.

Area of Expertise

Sam is highly experienced in providing personal advice on investment and portfolio construction, superannuation, retirement planning, risk management, debt management, cashflow management, estate planning guidance, taxation and structures, succession planning and intergenerational planning.

Additionally, Sam is a finance broker and more recently assists clients with their debt strategies including borrowing, refinancing, debt consolidation and debt management.

Qualifications & Memberships

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Outside Work

Sam enjoys and believes in a balance of family, work and hobbies. Sam is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.

Find more about me
Sam enjoys and believes in a balance of family, work and hobbies. Sam is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.

More About Me

Finish this sentence. On Sunday mornings, you can usually find me…

At a local café, indulging in a coffee and enjoying the company of friends or family.

Flashback to when you were 10 years old. What do you want to be when you grow up?

Firefighter – The irony in the name Fireman Sam is not lost on me, but I’ve always had a desire to help people and from a young age this was one of the professions I found most admirable.

What is your favourite book you’ve read, and why?

Player of Games by Iain M. Banks – It was one of the first books that I struggled to put down and found the story captivating. A story that challenges both the ideals of Utopian and Empire societies, with a focus around purpose in both societies as well as the effectiveness of peace and conflict. These along with the world created by the author are what ultimately lead this to being one of my favourite books.

 

Monday – Friday

Samuel Fenning


Director | Financial Adviser
Authorised Representative (Financial Services and Credit)

Sam is both a director and financial adviser within Advise Wise. Sam has extensive experience within financial planning, working with many different types of clients, in an array of different company sizes. He shares a great passion for financial advice and is known for his friendly, professional and candid approach.

Sam started in the industry in 2013 and works diligently in developing ongoing partnerships and relationships with clients including professionals, families, business owners and retirees.

Sam’s focus on maintaining a high standard of education accompanied and in strategizing the business to best optimize client’s best interests has been fully ingrained within Advise Wise.

Area of Expertise

Sam is highly experienced in providing personal advice on investment and portfolio construction, superannuation, retirement planning, risk management, debt management, cashflow management, estate planning guidance, taxation and structures, succession planning and intergenerational planning.

Additionally, Sam is a finance broker and more recently assists clients with their debt strategies including borrowing, refinancing, debt consolidation and debt management.

Qualifications & Memberships

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.

Outside Work

Sam enjoys and believes in a balance of family, work and hobbies. Sam is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.

Find more about me
Sam enjoys and believes in a balance of family, work and hobbies. Sam is one of four brothers and maintaining a close family relationship has always been a very important aspect in his life. As for hobbies, he enjoys most sports and staying active, but particularly loves both soccer and golf, playing both throughout the year.

More About Me

Finish this sentence. On Sunday mornings, you can usually find me…

At a local café, indulging in a coffee and enjoying the company of friends or family.

Flashback to when you were 10 years old. What do you want to be when you grow up?

Firefighter – The irony in the name Fireman Sam is not lost on me, but I’ve always had a desire to help people and from a young age this was one of the professions I found most admirable.

What is your favourite book you’ve read, and why?

Player of Games by Iain M. Banks – It was one of the first books that I struggled to put down and found the story captivating. A story that challenges both the ideals of Utopian and Empire societies, with a focus around purpose in both societies as well as the effectiveness of peace and conflict. These along with the world created by the author are what ultimately lead this to being one of my favourite books.

 

Monday – Friday

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