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After a career involving property valuation, financial analysis and operations management, Adam has been focusing on his career in financial advice. Adam has over 10 years' experience as a Financial Adviser. He has a background specialising in Western Australian government superannuation schemes (GESB, CSS, PSS etc) and in areas such as personal insurance, superannuation, retirement planning, cash flow and budget management, estate planning, taxation & salary packaging and debt minimisation strategies.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 10 Years -
Licensed By Integro Holdings (wa) Pty Ltd
