Adam MacKenzie

Bls Financial Pty Ltd

Gold
14 Yrs Experience
Bendigo, VIC 3550

Recent reviews

Bls Financial Pty Ltd

141 View Street
Bendigo, VIC 3550

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 13
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • 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

Alliance Wealth Pty Ltd

AFSL 449221

4.85
13 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"Adam and the Team at BLS Financial have been fantastic in setting our Family up with a personalised insurance package that gives us peace of mind in the event of anything unforseen happening. We are covered for all scenarios, including ones we had not considered before speaking to Adam. In addition, our Superannuation is also well looked after, with any anomalies quickly picked up on and rectified. I highly recommend Adam to anyone seeking financial advice."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Adam has tried very hard for us and we trust him 100 %"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We wouldn't be debt free and happy without Adams invaluable advice and help! We can't thank him enough!"

  • Superannuation
  • Managing Debt
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"No Comment"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has always been there for any questions and always in a positive manner has the answers, he will call from time to time just to see how I am and how my fund is travelling. I have referred 3 of my closest friends they have the same feelings about his advice and knowledge, also his care towards my well being."

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

"I can't say enough about Adam, he has given us a life again and is always there when we need advice or help with anything. I have no hesitation recommending him to anyone. I feel Adam is the go to guy for any financial need."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam and his team at BLS have helped and supported me through some very difficult times. Not only did Adam find the right product for me, but he and his team have facilitated the claim process on my behalf and with their vast experience took a great deal of stress out of my claim. BLS liaise with the insurer on my behalf and protect me always ensuring my claim is finalised and lodged on time. Adam and his team at BLS care for, and look after their clients."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam is knowledgeable and keen to discuss my specific needs, and find the most suitable product for me. Adam is not pushy and will listen to me and what I want to achieve, and will advise the best way to do this. Would recommend Adam to others without hesitation."

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

"I would highly recommend Adam to all my friends. He is very knowledgeable and I feel comfortable to have him guide me with all my future financial planning requirements. He has assisted me greatly with superannuation, insurance and estate planning . He looks at the bigger picture and identifies issues that I never considered as a problem. I am so glad he does as I have greater peace of mind for my financial future - Debbie 3149"

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

"Adam provides financial advice in an easy to understand and transparent manner. Adam has provided much value to my financial position and I now feel secure with my financial future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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