Adam Faulkner

Life Money Co Services Pty Ltd

Platinum
14 Yrs Experience
Neutral Bay, NSW 2089
"I like to ensure that my clients remain focused on what's truly important to them when making financial decisions." Adam grew up on a farm in Walcha NSW and is still a country boy at heart – straightforward and practical, with a strong “get it done” attitude. After graduating in 1997, he travelled to Canada and Alaska, finally settling in London, where he was involved in project management for the regeneration of urban housing. He quickly learned the benefits of focusing on the details whilst never losing sight of the bigger picture. After returning to Australia, Adam gained his Diploma in Financial Planning in 2007 whilst living in Melbourne. There, he worked with a number of different advisory businesses before recently launching Life Money Co, a business focused on a younger generation, making financial freedom accessible to a new audience. Planning is more than just understanding the numbers. Adam has built a different approach that starts with your objectives and the behaviours you have towards money. He can help you refine those behaviours that are key to your future financial success. Using his two-phase methodology, Adam can help you understand what you need to do to make your financial goals a reality. He has the ability to explain complex things in a straightforward, easy-to-understand way, which helps to make financial planning much less challenging. He enjoys getting to know his clients and understanding their life objectives and financial ambitions before setting out the plan. As a keen pilot, he also knows that success can only be assured if there is both a strong flight plan to follow and a willingness to make necessary adjustments along the way. Within the ongoing relationships that follow, Adam monitors the plan to ensure his clients succeed in their life and financial journey. Married with two children, Adam still heads back to Walcha whenever possible to maintain a connection to his family farm. Adam is always interested to hear from anyone who is motivated to do better with their finances.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 19
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce (Land Economy)
  • Language spoken
    • English

Life Money Co Services Pty Ltd

Level 2, 50 Yeo St
Neutral Bay, NSW 2089

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Life Money Co Services Pty Ltd

AFSL 522050

4.70
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.45
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Adam has an excellent understanding of our risk profile and provides us with exvellent guidance"

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

"Adam is both professional and personable"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"I feel content with Adam as an advisor."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam is very clear and concise with his advice and displays a deep knowledge of all aspects of our financial planning requirements."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is a fantastic financial adviser and wonderful communicator."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is calm and methodical in his explanation and very thorough. Adam knows his subject and explains the options clearly."

  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is professional and personable and efficiently deals with any matter I raise"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Adam was very helpful and followed up any questions we had"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"A pleasure to have Adam as my Financial Manager. I have full faith in Adam, if I didn't I wouldn't be with him or Sentinel. He totally understands my needs."

  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Am very confident with advice given"

  • Aged Care
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce (Land Economy)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1997

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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