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.