Adam Woodhouse

Infocus Securities Australia Pty Ltd

Silver
11 Yrs Experience
Parramatta Park, QLD 4870
We mentor our clients to allow them to make smart choices and improve their financial outcomes.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • 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

An initial fee will be quoted to you in your 1st appointment and will be based on the complexity of advice being provided. All ongoing clients are subject to a base ongoing Adviser Service Fee which varies depending of the individual strategies used and complexity of advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 26
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

Suite 112, 118 Mulgrave Rd
Parramatta Park, QLD 4870

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
26 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 26

Sort by

5.00

"The team at Infocus helped us put a clear plan in place for our upcoming retirement. We found Adam to be very helpful and easy to talk to and look forward to a long term relationship so he may continue to guide us."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Happy"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"So far so good"

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

"Adam was able to explain things and answer all our questions in great detail."

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

"We are very happy with how Adam has looked after our Super, the Investment Strategies & his advice re our future retirement plans."

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

"Adam is very easy to talk to (was noted by a nearby friend that it sounded like we were old mates talking even though we have never met face to face) and is enthusiastic about the progress made. The follow up regarding plans made is excellent without coming across overbearing."

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fantastic to work with. Clear communication. Very organised. Reliable service."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are sorry we didn't see Adam years ago to help manage our finances. We are very happy with his service, nothing is ever too much trouble and would not hesitate in recommending him. He doesn't charge the earth and feel it is definitely money well spent."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"He re-organized our investments into one portfolio and it is doing a lot better than before."

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

"Very happy with Adams delivery of services."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2009
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