top of page
Office Conference

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

  • Adam Bolton is Authorised Representative No. 420271 and Bolton Financial Services Pty Ltd is Corporate Authorised Representative No. 1302744 of InterPrac Financial Planning Pty Ltd (AFSL 246638) ABN 14 076093680

  • Level 8, 525 Flinders Street, Melbourne VIC 3000


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

  • Centrelink 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 Lonsec.

About: About

07 3709 6772

©2023 
The information on this site, including the site source code is the property of Interprac Financial Planning Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted.
Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Interprac Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Interprac Financial Planning Pty Ltd

bottom of page