Team

Sam Nunn
BEc, DipFP, CFP®
Meet Sam
Sam Nunn is a Partner and Senior Adviser at Halpin Wealth, bringing over 15 years of experience in financial services. He specialises in retirement planning, superannuation strategies, and investment management, helping clients achieve long-term financial security and peace of mind.
Sam’s career began in 2005, working with an Adelaide-based financial services company as a superannuation trustee and responsible entity. In 2019, he joined Halpin Wealth, recognising a strong cultural fit for himself and his clients.
Sam’s passion for financial planning extends beyond just providing advice. He is dedicated to the wellbeing of those he works with and believes in empowering his clients through education so they can make informed decisions about their financial future. His clients are all unique and range from retirees to wealth accumulators and business owners. These long-term relationships have all been built on his professionalism, strong technical knowledge, attention to detail, good listening skills, and empathetic nature.
Beyond his advisory work, Sam is passionate about educating others. As a WEA Tutor, he delivers courses on retirement income strategies, sharing practical insights to empower individuals to take control of their financial futures.
Outside of work, Sam balances his professional life with family time alongside his partner Kim and their four children. A fitness enthusiast, he has completed the New York Marathon and enjoys running, cycling, and gym workouts. On weekends, he unwinds with friends over a glass of red wine and supports his beloved Geelong Cats.
Feel free to connect to explore how Sam can support your financial goals.
EXPERTISE
- Business Succession Planning
- Retirement Strategies for High Net Worth Clients
- Self-Managed Superannuation Funds (SMSFs)
- Wealth Creation and Risk Management
- Agribusiness Finance and Investment
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Bachelor of Economics (BEc), University of Adelaide
- Diploma of Financial Planning (DipFP), add institution
- Ethics and Professionalism in Financial Advice, Kaplan
- Certified Financial Planner (CFP)®
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.