Adam Marjoribanks

Sabal Wealth

Gold
25 Yrs Experience
East Toowoomba, QLD 4350
Over my 20+ year career, I have helped a wide variety of clients with their financial goals. Building long lasting relationships with my clients is something I enjoy, and pride myself on.  I will take the time to understand your investment goals and objectives, as well as your personal financial situation. This allows me to tailor my advice to you individually, and to work with you through your financial journey.  If you are a corporate client seeking advice, I can offer expertise to assist with wealth creation strategies, asset protection strategies, strategic asset allocation management and corporate superannuation strategies. Simply put, I love my job - and the best part of it is providing quality advice and seeing my clients through their different life stages. I strongly believe that ethical, quality financial advice should be available to all Australians.  Find us on Facebook - search for @Sabal Wealth, and check out my Linkedin profile: https://www.linkedin.com/in/adam-marjoribanks-51ba6a43/ or www.sabalwealth.com.au for more about me and where I work.

Expertise

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

My fees

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

Our fees will depend on the type of advice required by the clients and is based on an individuals personal circumstances. Fees vary between an Asset Based Fee structure or Fixed Fee structure which allows everybody access to quality financial advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 5
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Sabal Wealth

Suite 2, 74 Margaret St
East Toowoomba, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.80
5 Reviews
5
4
3
2
1
4.75
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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4.50

"We are very happy with advice gives to us by Adam over many years."

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

"Adam has been very helpful with all our superannuation requirements. Always quick to respond to any requests."

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

"Adams advice has always been measured, considered and extremely helpful. Both myself and my family past and present have relied on Adam’s guidance for over 15 years. I have always received Adams full care and attention when I have needed it."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have relied on Adam ever since we arrived in Australia over 20 years ago. He has always been available with help and advice and we would recommend him to all who might be looking for a reliable adviser."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a client of Adam's for many years I have benefited greatly from his sound advice and acute knowledge in managing my finances He's also very friendly and approachable and has a genuine interest in seeing his clients directly benefit from actioning his advice"

  • Superannuation
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Foundation Diploma of Financial Planning

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

Margin Leading and Geared Investments

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

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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