2 Reviews

Adam Montana

Altus Financial

Gold

15 Yrs Experience

Sydney, NSW 2000

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5.00 February 2025

Adam and his team at Altus have made us feel very comfortable with our financial options and given great expertise and guidance for our savings and retirement goals.

5.00 October 2014

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.

Altus Financial

Level 2, 20 Bond St
Sydney, NSW 2000

8:00am – 5:00pm Monday – Friday

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 2010
Years of experience 15
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English