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Adam Gotsalks CFP®

About Me

I have extensive experience providing advice to retail, high net worth and business banking clients of a major institution and clients of a large mortgage broker.

Areas of Focus

  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
CERTIFIED FINANCIAL PLANNER®

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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo 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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