Adam Douglas

Tpt Wealth

Silver
6 Yrs Experience
Hobart, TAS 7000
I have a keen interest in the economy at large and the way it can affect your investments. I'm a big believer in not biting off more than you can chew when it comes to a financial plan and that good things will come to those who are patient and well researched. I hold a Bachelor of Economics, a Bachelor of Business and a Graduate Diploma of Financial Planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Tpt Wealth

Ground floor, 137 Harrington St
Hobart, TAS 7000

Licensed by

Tpt Wealth

AFSL 234630

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

"From our first metting i found Adam to be confident upfront and informative,his financial knowledge and his approach to his work is impressive from day one, he is easily approachable and contactable he and his team will ensure your dealings with them is a pleasurable experience. I would highly reccomend Adam to any one looking for a down to earth trustworthy Adviser, Adam always seems to make you feel comfortable and unrushed,i actually find it difficult to leave our appointments ,we seem to be able to chat for ages about different subjects and i always leave confident my money is in good hands ."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From our first meeting Adam was very understanding and helpful with our questions and also our needs. He was very professional but also very down to earth which made our inquiries all the more informative and relaxed. Nothing was too much trouble for him, he returned calls promptly and was always very friendly in his approach. I would have no hesitation in recommending Adam to anyone needing financial help, and we will certainly use his services in the future, Jen and Dale"

  • Superannuation
  • Retirement & Pension
  • 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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies

Qualifications & Training

Bachelor of Business and Economics

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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