Comment not provided
Good strong relationship
Treats us like family.
I have found Adam to be personable and takes the time to know my bespoke life circumstances. This is taken into consideration with the management of my individual portfolio. He clearly explains how it is being managed in easy to understand terms and gives me the opportunity to ask any questions if I am seeking clarity. This gives me a sense of trust and confidence.
As detailed...... professional advice delivered in a clear and concise manner
Invest Blue Gold CoastLevel 2 Market Square, 47 Watts Drive
Varsity Lakes, QLD 4227
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2010
- Years of experience 13
- Bachelor of Commerce (Financial Planning and Investments)
Amp Financial Planning Pty Ltd