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.
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.
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.
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.
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
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2012
- Years of experience 11
- Certified Financial Planner (CFP)
First Financial Pty Ltd