Adam Mondy

Mondy Financial Services Pty Ltd

Gold
13 Yrs Experience
Leura, NSW 2780
We provide advice across superannuation, tax, personal insurance, wealth creation, age care and retirement planning. Adam is also a SMSF Association Specialist Advisor. Director, Adam Mondy, owns the business and is licenced with Lifespan Financial Planning Pty Ltd, a privately owned company which does not have any institutional ownership. This allows us to makeĀ  the best decisions for our clients without any influence from financial institutions unlike approximately 80% of financial planners.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees

I base my fees on the value of the advice to the client and in consultation with them. This may be asset based, fixed, out of super or direct from the client.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Mondy Financial Services Pty Ltd

3 Grose Street
Leura, NSW 2780

Opening hours

  • 9:00am – 5:00pm Monday – Saturday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
7 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Adam made the process of retiring so much easier. His friendly but professional attitude made me confident that my financial decisions were the correct ones. He was easy to contact and quickly answered any questions. I would recommend Mondy Financial Services to anyone requiring trustworthy financial advice."

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

"Adam has advised me how to prepare for retirement, giving me the best options for my superannuation, shares and investments. He is very knowledgable and has made me confident that my money is giving the best possible return at a risk level that makes me feel comfortable. He points out aspects that I had not considered, showing insight that appreciate."

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

"I have found Adam to be impartial and knowledgeable. I feel more confident in my financial position and moving towards retirement with Adam's advice and help."

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

"Exceptional service. Great advise, understanding, caring and knowledgeable. Ability to listen and provide a range of advise and recommendations. Up to date information. Easy to chat to and Adam is a local to the mountain community."

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

"I would totally trust Adam Mondy to give me financial advice that is honest and reliable. He is conversant with my circumstances and takes them into account in any advice he gives.I have and will continue to recommend him to friends and colleagues."

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

"Adam Mondy has provided me with easy to understand financial advice. He has gone out of his way to ensure that I am comfortable with the decisions that I have made based on his advice, and he keeps in regular contact with me to make sure that my needs have not changed. He is very approachable and nothing is too much trouble for him."

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

"Adam's advice has been instrumental in my superannuation achieving a very healthy rate of increase over the past 12 months. His advice and recommendations were very appropriate; and he provided me with excellent written material on the various investment options"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Finance and Mortgage Broking)

Level
5 - Diploma
Institution
Australis College (prev Intellitrain)
Completed
2012

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2010

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
University of New England (UNE)
Completed
2010

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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