Sam Nunn

Senior Adviser & Partner
Adelaide Office

BEc, DipFP, CFP®

Sam is a Financial Adviser and Partner at Halpin Wealth. He has been providing personal advice to clients since 2005. Prior to joining the Halpin team, Sam worked for another Adelaide based financial services company that operated as a superannuation trustee and responsible entity. Sam identified a strong cultural fit for himself and his clients at Halpin Wealth and joined them in 2019.

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.

Sam has four very active children who keep him and his partner Kim extremely busy. Maintaining work/life balance is a juggling act and away from the office Sam enjoys staying fit by going to the gym, cycling and running. One of his achievements was completing the New York Marathon. He also enjoys a glass of red wine on the weekend with friends and is devoted supporter of the Geelong Cats.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Sam has achieved the following financial planning accreditations:

Sam is a 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.

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