Senior Financial Adviser
Wisam completed a Bachelor of Commerce (Applied Finance) before beginning his career. He has 7 years of experience in the financial services industry and is passionate about building strong relationships with his clients. What he enjoys most is educating clients on their financial decisions, through the context of their life goals, in order to promote better outcomes for them.
Wisam has well diverse expertise with a range of skills allowing him to provide holistic advice to his clients. Enabling him to explore all relevant avenues required to help them with all their financial planning needs as he assists them in pursuing their individual goals and aspirations.
His specific expertise includes: Private wealth management and investment (portfolio) management, superannuation including Self-Managed Super Funds, retirement planning and risk management.
Suite 3.03, 7‑9 Irvine Place,
Bella Vista, NSW 2153
1300 038 746
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