Alicia Adams
Financial Adviser
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About
Alicia Adams is an ASIC-registered financial adviser based in Deakin, ACT, dedicated to helping clients achieve their financial goals. With a strong academic foundation including a Bachelor of Arts and a Bachelor of Commerce from the University of Melbourne (2007), Alicia further cemented her expertise by obtaining a Diploma of Financial Services (Financial Planning) from Kaplan Professional in 2012. Alicia is authorised to provide advice on a range of financial products, ensuring comprehensive support for her clients' financial well-being. Her expertise extends to superannuation advice and wealth management, along with advice on securities and government debt securities. Key services include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning • Securities advice Alicia is committed to providing tailored financial solutions and building long-term relationships with her clients. Contact Alicia today to discuss how she can help you secure your financial future.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Alicia Adams provide?
Alicia Adams specialises in superannuation advice, wealth management, and provides advice on securities and government debt securities. She offers tailored strategies to help you achieve your financial goals.
What are Alicia Adams' qualifications?
Alicia holds a Bachelor of Arts and a Bachelor of Commerce from the University of Melbourne, and a Diploma of Financial Services (Financial Planning) from Kaplan Professional.
How does Alicia Adams approach financial planning?
Alicia focuses on building long-term relationships with her clients and providing tailored financial solutions based on their individual needs and goals. She takes a holistic approach to financial planning, considering all aspects of your financial life.
What should I expect during my first consultation with Alicia Adams?
During your initial consultation, Alicia will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then provide you with an overview of how she can help you and outline the next steps in the financial planning process.
Does Alicia Adams work with self-managed super funds (SMSFs)?
Alicia Adams can provide advice on superannuation, which may include considerations for SMSFs depending on your individual circumstances and needs.
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