Adam Moremon

Godfrey Pembroke Central Coast

Gold
21 Yrs Experience
North Gosford, NSW 2250

Recent reviews

Godfrey Pembroke Central Coast

370 Mann Street
North Gosford, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 12
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

4.90
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"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."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have gained a lot from engaging in Adam's services, from setting up estate plans, consolidating super funds, managing debt more effectively and obtaining the most appropriate level of insurance. I have always found Adam to be extremely helpful and very quick to respond to any questions."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam's advice has been incredibly useful to my husband and I. He manages to explain financial matters clearly and is always available to answer any questions we have. He has a wide knowledge of financial matters and has been able to advise us on the best financial strategy to adopt towards retirement. My only regret would be that we didn't seek his advice a few years earlier."

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

"Adam has given me great advice in areas including loan products, superannuation, investments and managing debt. Adam was always able to explain things to me in a clear way. With Adam's knowledge and experience, I have always been very confident that the advice given was right for my needs. I would recommend him for all your financial advice requirements.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Adam has given us advice in areas including Loan Products, Super Funds and Managing Debt. Adam always explains things to me in a clear way and through Adam's knowledge and experience, we feel very confident that the advice given was right for our needs. Adam is flexible and understanding of our situation.'"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has helped us to get control of our costs and to begin investing the money saved back into new investments. His guidance has also included ensuing we hold the relevant insurances to cover us in the event of a loss."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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