Adam Goldstien

Skeggs Goldstien Associates Pty Ltd

Platinum
33 Yrs Experience
Bella Vista, NSW 2153

Recent reviews

Skeggs Goldstien Associates Pty Ltd

Suite 35 Level 3, 6 Meridian Pl
Bella Vista, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Self Managed SuperFunds
  • Small Business Advice

My fees

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

I like to understand what it is you are actually looking for and needing which then allows me to determine if I can be of any assistance to you. If I can I'll prepare a quotation of fees and services and if I can't I'll try and point you in the right direction. No surprises

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.70
Customer care
4.90
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.75

"Adam gives really good advice which is backed with detailed documents, spreadsheets, road map and graphs to further explain his advice and future plans. Further more Adam is always friendly and approachable making it a pleasure working with him."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has, over many years, been extremely helpful to me with managing my finances, particularly as a single lady over the past decade. I value his honesty and expertise greatly."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has provides us with financial advice, forthright assessment, direct comments and ongoing “care” of our financial well being. He provides us with both comfort and confidence as we move forward in “retirement”. Skeggs Goldstien is a extremely professional organisation and we are both so very glad that they saw fit to have us as their clients."

  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam goes well beyond what is asked of him. His knowledge and communication skills are excellent. Adams network of people for solutions is valuable to us personally and to our business. Adam is always available for advice and is genuinely interested in our success, both personally and financially."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

7159AFE/7823GBS/7823AFE Principles of Business & Corp Law

Level
0 - Training / Exam / Other
Institution
Griffith University
Completed
2019

Behavioural Finance and Wealth Management

Level
0 - Training / Exam / Other
Institution
Griffith University
Completed
2019

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Griffith University
Completed
2019

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2019

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Institute of Public Accountants (IPA)

Membership type
Associate

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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