Adam Moiler

Moiler Partners

5.00
2 Reviews
Gold
10 Yrs Experience
Perth, WA 6000

Recent reviews

Moiler Partners

70 Parry Street
Perth, WA 6000

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Bachelor of Engineering (Mechanical Engineering) (Honours)
    • Graduate Certificate in Chartered Accounting Foundations
  • Language spoken
    • English

My fees

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

We charge a fee for service based on Value and Complexity. The?average price ranges from?1.1% to 1.5%, and this is?typically?covered by cost,?tax savings and value delivered in the first year.? We invoice you personally 50% on acceptance of the terms of engagement, which we send to you after our initial meeting. The remainder we invoice on delivery of the advice document. Where appropriate, you may request us to apportion your bill between entities and super funds. This covers advice and implementation.

Licensed by

Count Financial Limited

AFSL 227232

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

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5.00

"Adam has a knack for taking quite complex and confusing concepts (e.g. super rules) and laying them out in easy to understand layman's terms. He listens and helps you to plan where you want to go."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"More than happy to refer Adam and his colleagues for any tax and financial planning work. Always completed to a very high standard and produces great results."

  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Engineering (Mechanical Engineering) (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Curtin University
Completed
2005

Graduate Certificate in Chartered Accounting Foundations

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2011

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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