Adam Montana

Altus Financial

Gold
12 Yrs Experience
Sydney, NSW 2000

Recent reviews

Altus Financial

Level 12, 10 Spring St
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Altus Financial Services Pty Ltd

AFSL 520266

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"I needed someone to look after my insurances and find me products to suit my investment needs and Adam has made the whole process very easy. He's very professional, but also personable and I know my finances are in great hands."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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