Adam Ezerins

First Financial Pty Ltd

Platinum
10 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 29
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • 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

Licensed by

First Financial Pty Ltd

AFSL 481098

4.75
29 Reviews
5
4
3
2
1
4.90
Clear communication
4.65
Knowledge & expertise
4.85
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"Adam has given me advice in areas including superannuation, investments and planning for retirement. Adam was able to explain things succinctly with much patience and is readily available to answer any questions we have. I feel very confident that the advice given was right for my needs and have no hesitation in recommending him to others."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam has provided us with the necessary advice regarding superannuation, property investments and other advice pertaining to our employment status. I'm very confident in Adam's ability to provide the advice required based on our needs and goals. Adam is highly professional, attentive and responsive. I would highly recommend Adam to family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We are new clients of Adam's since Richard Gourlay left but have been with First Financial for many years. Adam has been very approachable and has assisted in Aged Care advice as well as managing our superannuation portfolio. We have received Adam's full care and attention when required and he and Graeme Quinlan were able to assist with a number of aged care queries that I had."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been working with Adam over the past 3 - 4 years. During this time I have found his knowledge to be excellent, his advice sound, and his willingness to assist on any financial advice related question strong. He actively follows up after meetings and is truly focused on delivering great customer outcomes."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Adam has just recently taken over our portfolio and we are very happy with his expert advice on all matters . We can ring at anytime for advice or questions on any matter and he is always willing to help . We would recommend adam to family and friends without hesitation. Brian & lorraine"

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

"I have complete confidence in advice Adam gives. His understanding of our requirements and situation is excellent. He explains everything in simple terms that we can understand making it a joy to deal with."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam is very attentive to my needs, ask questions, listens and often provides alternative suggestions to consider I perhaps had not thought of."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Adam has given me advice in areas related to my self managed super fund and my fast approaching retirement. Adam was nearly always able to explain things to me in a clear way. Through Adam's knowledge and experience, I feel very confident that the advice given was right for my needs. Most times, I have received Adam's full care and attention when I needed it."

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

"Adam has tailored a strategy to improve our financial situation towards our goal of early retirement. After only a short time, we have seen positive growth in our investments and feel very confident in Adam’s knowledge and advice."

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

"We have always found Adam to be accessible, engaging and helpful in our dealing with him. He has a sound understanding of our financial needs and the suggestions he tables are targeted to them."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Advanced Diploma of Financial Planning

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

Bachelor of Science (Biotechnology) and Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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