Adam Musolino

Canaccord Genuity Financial Limited

Bronze
7 Yrs Experience
Adelaide, SA 5000

An experienced Investment Adviser, Portfolio Manager and Financial Planner with a demonstrated history of working with HNW clients in the financial services industry. Skilled in Investment Strategies, Investment Advisory, Portfolio Construction, Managed Funds, Direct Equities, Leadership and Management. Strong finance and investment professional graduated from UniSA & Kaplan Professional.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Applied Finance
  • Language spoken
    • English

Canaccord Genuity Financial Limited

Level 6, 26 Flinders St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Canaccord Genuity Financial Limited

AFSL 239052