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MORE ABOUT ME

Professional Qualifications

  • Masters of Financial Planning

  • Bachelor of Commerce (Majors in Finance and Economics)


Experience

Adam has over 10 years’ experience in the financial planning industry, with over 8 years providing structured advice to clients. Prior to commencing Bolton Financial Services, Adam has worked in several different practices where he provided advice to a wide range of clients.  These clients included new professionals, young families, wealth accumulators, Australian ex-pats, High Net Wealth individuals and Self-Managed Super Funds (to name a few).

With an eye for detail and ‘outside the box’ thinking, Adam assists clients in establishing comprehensive strategies and works closely with them to achieve their goals & objectives. Adam takes pride in delivering personal & professional service while providing an open channel of communication for clients to call upon as their circumstances change. 

Licensed by

  • Authorised Representative No. 420271 of Libertas Financial Planning PTY LTD.

  • Level 7, 7-15 Macquarie Place, Sydney NSW 2000

  • ABN 27 160 419 134

  • AFSL 429718


Strategies

Approved Financial Planning strategies include:


  • Tax Planning (in consultation with your tax adviser)

  • Business Succession planning (including life risk insurance)

  • Life insurance & risk management

  • Pre and post retirement planning

  • Retirement income planning

  • Social Security advice

  • Investments

  • Wealth accumulation

  • Wealth creation

  • Superannuation and rollover advice

  • Self-Managed Superannuation Funds

  • Asset allocation and management advice; and

  • Ongoing advice and review services


Product Classes

Approved product classes include:


  • Deposit & Payment Products (non-basic deposit products)

  • Government Debentures, Stocks or Bonds

  • Investment Life insurance products

  • Life risk insurance products

  • Managed investment schemes, including IDPS

  • Retirement savings account products

  • Securities

  • Superannuation (including SMSF)


Our extensive approved product list contains all major retail insurance providers and most mainstream investment platforms, including a number of reputable Industry Super Fund.  We utilise the well-known and respected research of Morningstar