MenuAdrian Pollock CFP®
About Me
I've been helping clients invest, grow and protect their wealth for over 20 years, and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals exists Our areas of advice are broad and can cater to young professionals to individual's approaching retirement / already retired, or facing aged care considerations.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 23 Years -
Licensed By Oreana Financial Services Pty Ltd
