Adam Miliszewski

Cervus Private Wealth Pty Ltd

Gold
13 Yrs Experience
Coolangatta, QLD 4225

Recent reviews

Cervus Private Wealth Pty Ltd

Level 7, 60 Musgrave St
Coolangatta, QLD 4225

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Adam is a rare find in this industry. He has good ethics and believes in doing the right thing for his client. What more could you ask for? He has gone above and beyond the call of duty in my opinion. I trust Adam. He is a good bloke and you should trust him too."

  • Superannuation
  • Insurance Protection
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has a excellent understanding of the matters that are important to me and my wife. I would recommend that Adam be contacted if you require assistance on any financial or investment matters."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce and International Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Accredited Derivatives Adviser

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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