Adam Peacey
Peacey Financial
Gold
14 Yrs Experience
Toowoomba City, QLD 4350
Adam has 14 years experience in the advice industry. He provides comprehensive advice with a focus on the long term benefits of strategy. His overarching belief is that quality advice should be accessible to Australians from all walks of life.
Expertise
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2008
- Years of experience 14
-
Highest qualification
- Bachelor of Commerce
-
Language spoken
- English
Peacey Financial
62 Water St SToowoomba City, QLD 4350
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Synchronised Business Services Pty Ltd
AFSL 243313
5.00
3 Reviews
5
4
3
2
1
Sort by
Clayton, < 35 years, Newtown, QLD
"Adam is knowledgeable, friendly, enthusiastic and most importantly passsionate about assisting his clients to achieve their finanicial goals"
- Margin Lending
- Growing Assets
Wes, 35 - 45 years, Glenvale, QLD
"Adam's approach is to understand you and your situation, and applies his expertise to help you achieve your financial goals. He is personal, and really cares about my financial future."
- Superannuation
- Insurance Protection
- Socially Responsible
- Tax Strategies
- Growing Assets
Ivan, 35 - 45 years, Toowoomba City, QLD
"Thanks Adam. Great Service."
- Superannuation
- Insurance Protection
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Margin Lending
- Socially Responsible
- Tax Strategies
- Growing Assets
Qualifications & Training
Self Managed Superannuation Funds (SMSF)
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2011
Advanced Diploma of Financial Planning
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Mentor Education
- Completed
- 2015
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- University of Southern Queensland (USQ)
- Completed
- 2006
Margin Lending and Geared Investments
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2010
Diploma of Financial Services (Financial Planning)
- Level
- 5 - Diploma
- Institution
- Financial Services Institute of Australasia (FINSIA)
- Completed
- 2008
Professional Memberships
Association of Financial Advisers (AFA)
- Membership type
- Practitioner Member
- Opinion
- Services
- Comment
- Questions
- Details
Give your opinion
How often could you clearly understand Adam's advice and their explanation of how it fitted your needs?
Provide a score
between 1 and 5 stars
How often was Adam able to give you full care and attention when you've needed help?
Provide a score
between 1 and 5 stars
How confident are you that Adam's knowledge and experience was broad enough to allow them to choose the best options for your needs?
Provide a score
between 1 and 5 stars
How likely would you be to recommend Adam to friends and family?
Provide
a score between 1 and 5 stars
What is your current relationship with Adam?
Choose a relationship
What areas were you advised in?
Choose all relevant areas where Adam provided advice
Choose at least 1
relevant area
Add your review comment
A few questions about you
Which best describes you?
Select one of these options
How would you rate your financial knowledge? (optional)
Which age bracket are you in?
Select your age bracket
Your details
Thank you for your review!
Please allow up to 72 hours for your review to be visible on the site.