Gareth Adams
Financial Adviser
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About
Gareth Adams is an ASIC-registered financial adviser based in Bathurst, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Financial Planning) from RMIT University (2006) and further qualifications including Margin Lending and Geared Investments (Kaplan, 2011), SMSF (Financial Education, 2017), ALPA (Kaplan, 2019) and FPC002B (Kaplan Higher Education, 2025), Gareth possesses a strong foundation of knowledge and experience in the financial services industry. He is also a Certified Financial Planner (CFP) with the FPA, demonstrating his commitment to upholding the highest ethical and professional standards. Gareth is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in tailoring financial strategies to meet the unique needs and circumstances of each client, ensuring they have a clear path towards financial security and prosperity. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Gareth today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Gareth Adams provide?
Gareth Adams provides advice on a range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He can help you create a personalized financial plan to achieve your goals.
What qualifications does Gareth Adams hold?
Gareth Adams holds a Bachelor of Business (Financial Planning) from RMIT University, and further qualifications including Margin Lending and Geared Investments, SMSF, ALPA and FPC002B. He is also a Certified Financial Planner (CFP) with the FPA.
What is the process for working with Gareth Adams?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Gareth will then develop a tailored financial plan based on your needs and preferences. He will regularly review and update your plan to ensure it remains aligned with your goals.
How can Gareth Adams help me with my superannuation?
Gareth can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your superannuation accounts, and developing a retirement income strategy.
What can I expect from a consultation with Gareth Adams?
During a consultation with Gareth Adams, you can expect a thorough assessment of your financial situation, a discussion of your financial goals, and a clear explanation of the strategies and solutions available to help you achieve those goals. Gareth is committed to providing transparent and unbiased advice.
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