Adam Moremon

Godfrey Pembroke Central Coast

Gold

25 Yrs Experience

North Gosford, NSW 2250

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Adam is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years’ experience in financial planning and 38 years in the financial services industry. He is also a member of the Financial Planning Association.

Having worked for many successful planning businesses, Adam has experienced how effective financial planning can enable clients to make smart choices with their money.

Adam believes that there is always something you can do to improve your financial situation, be it by way of greater understanding, strategic planning or just keeping you accountable to what you know needs to be done.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 August 2021

Adam has supplied advice to myself and my wife on my allocated pension account and my wifes investment account and the interactions with Centerlink pensions. He keeps up to date on our strategies and personal profiles. Adam is always responsive to a phone call and does whatever he can to maximise our asset and income in accordance with our profiles.

5.00 May 2019

Adam has helped me with my finances before retirement and now in retirement with my pension fund in a professional manner. I feel confident in his directions and feel I am getting the correct advise from him.

5.00 April 2019

Adam has advised us the best way to handle our assets in retirement. He has given us information that enables us to gain the most out of our position and circumstances. We are always kept up to date on the current government policies and Adam provides us with any documents that need to be filed with Centrelink. He has the knowledge and experience to enable us to relax and have confidence that our assets are in good hands.

5.00 April 2019

Adam has been expertly and professionally looking after our full financial portfolio. He’’s always readily available to give sound advice.

5.00 April 2019

Adam has been the financial adviser to my wife and I since 2005. Adam has advised us on growing our assets and superannuation. Adam was a phone call away for any query we had and definitely received his full care and attention. Our financial position now is testament to Adam's advice and financial plan devised for us. We are now comfortably retired and continue utilising Adam's advice. My wife and I highly recommend Adam for his knowledge, experience and integrity.

Adviser status Gold
Rating 4.92
Number of reviews 12
First year providing advice 2001
Years of experience 25
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English

Godfrey Pembroke Central Coast

370 Mann Street
North Gosford, NSW 2250

9:00am – 5:00pm Monday – Friday

Godfrey Pembroke Group Pty Ltd

AFSL 245451

Adam Moremon

Godfrey Pembroke Central Coast

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Godfrey Pembroke Central Coast

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Godfrey Pembroke Group Pty Ltd