We get it...you are either WAY too busy to devote the time your finances deserve, or you simply do not know where to start. We know that even with the best of intentions, one's personal financial security, and strategic planning for the future, often takes a back seat to the pressures of life.
At Adept, we want to 'uncomplicate' your life. By being your partner, we will help fine-tune your goals, put in place a strategy to make these goals a reality, and to work with you every step of the way. Our aim is for you to rest easy, knowing that you have a professional partner to ensure your finances are well looked after, and that contingencies are in place, so that you can focus on other things in life.
Whether you are the most sophisticated investor, or someone who has never invested before, we are confident that Adept Financial Planning has a service offering that suits you.
The areas of Financial Planning are broad and extensive, which is why we focus on providing a holistic service to deliver "Integral Financial Management". Our focus is on creating and protecting wealth, to help you gain financial freedom.
Glenn Baker, the Founder and Principal of Adept Financial Planning, is a Certified Financial Planner (CFP®), which is the highest professional designation for Financial Planners in Australia. He holds a Bachelor of Commerce (double major in Accountancy and Finance), a Diploma of Financial Planning through Deakin University, and holds a Graduate Diploma of Divinity. Glenn commenced Financial Planning in January 2005, and has worked in the Financial Advice industry since 1998. He is a passionate advocate of the profession, and seeks to provide the highest, most professional service to his valued clients. We are a small team who is absolutely committed to providing the highest client service.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Adept Financial Planning
Level 6, 144 Edward StBrisbane City, QLD 4000
Opening hours
- 8:00am – 4:30pm Monday – Friday
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135