2019 Young Adviser of the Year Award Winner - Count Financial
Adam was prompt and easy to work with during a very tense time! Highly recommend.
Adam impressed as being informed and informative. His delivery style is confident and he articulated the information in a way that I readily understood. My questions were answered in an holistic manner to provide the reasoning and working of certain aspects. Presenting himself in a professional yet friendly manner, I recommend Adam to anyone seeking a long term relationship with someone they can trust to look after their financial well-being.
Adam was able to explain things to my husband and I in a clear way. Through Adam's knowledge and experience, we feel very confident that the advice given was right for our needs. We received Adam's full care and attention when we needed it.' Adam has always gone over and above when we have required assistance or had any queries in relation to our finances. We would have no hesitation in recommending Adam to advise on your financial needs.
Adam has been very helpful in identifying the right level of life, TPD and income protection cover for my circumstances. He's always approachable and responsive when I have questions. I'd recommend him to anyone looking for advice.
Adam is knowledgeable, consistent and approachable. Working with him has been extremely easy. He is a fantastic advisor and I would highly recommend him to others.
- Adviser status Silver
- Number of reviews 20
- First year providing advice 2017
- Years of experience 6
- Bachelor of Commerce (Accounting and Financial Planning)
ArgentisGround Floor, 28 Balaclava Street
Woolloongabba, QLD 4102
- 9:00am – 5:00pm Monday – Friday
Charter Financial Planning