Adam Harkness

Harkness Financial Pty Ltd

Gold
18 Yrs Experience
Worrigee, NSW 2540

Recent reviews

Harkness Financial Pty Ltd

12 Isa Rd
Worrigee, NSW 2540

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 28
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
28 Reviews
5
4
3
2
1
4.95
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"Adam is approachable and know his products. I would recommend him to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were introduced to Adam by a trusted friend and neighbour. We were pleased that Adam came to our home which was extremely convenient. After that he was easy to contact and once we had decided to go ahead he was still quick to respond to points of clarification and once more he was happy to visit us at our home and did so promptly."

  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam was extremely helpful with helping me with my superannuation, would highly recommend."

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

"Adam has given me advice in areas including self managed super funds , advice on my life insurances, and my financial portfolio.Adam was usually able to explain things to me in a clear way. Through Adam's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Adam's full care and attention when I needed it.'"

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

"Adam has been advising me for more than 10 years and I have found his advice to be spot on throughout our relationship"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always had confidence in the advice Adam has given me in the management of my Superannuation Fund, he always explains how he is going to manage my fund. Adam always listens to my needs and I feel confident when he explains how we are going to achieve my goals"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam has always been proactive in providing advice and in providing prompt attention when requested."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Adam's for many years but recently my life's situation changed & I needed his expertise to help me work through the next phase of my life. Adam is extremely knowledgeable, always listens carefully to my needs and explains things in a clear way in which I can understand. He is thorough in his investigations in regards to sourcing out how to get the best return for my money. He is a delight to work with and I was extremely relieved that I could turn to Adam in my recent situation. He is not only trustworthy but also a caring human being who treats every one individually. Thanks to Adam's advice previously and currently I now have a way forward for my life as I prepare for the transition phase towards retirement. I would not be in this position without his help, assistance, guidance, knowledge & friendship. I highly recommend Adam."

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

"Adam has always been very efficient in his handling of our financial affairs. We have confidence in him, Have known Adam for approximately 5 years, and were very happy to continue with Adam as our Adviser. He is knowledgable on our family and circumstances, within, so were not willing to change to another adviser. Adam keeps us informed constantly of all changes etc within our funds, we are very content with his advice."

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

"I have been a client of Adams for several years, during this time he has provided me with advice regarding my Superannuation, and insurance needs including life insurance and income protection insurance. He has always given me solid advise that has met my requirements and adjusted policies etc as my needs have changed."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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