Mark Adlam
Financial Adviser
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About
Mark Adlam is an ASIC-registered financial adviser dedicated to helping individuals and families in Eastwood, NSW, achieve their financial goals. With a strong foundation in finance and taxation, built upon a Bachelor of Commerce from the University of New South Wales (1988) and further studies in Taxation Law (1987), Mark brings a wealth of knowledge to his practice. He holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002) and the esteemed Chartered Tax Adviser designation from The Tax Institute (2012), demonstrating his commitment to excellence and ongoing professional development. Staying current with industry best practices, he has also completed Ethics and Professionalism in Financial Advice and Economic and Legal Context for Financial Planning through Kaplan Professional (2022). As an authorised financial adviser, Mark provides expert guidance in superannuation, insurance, and wealth management, ensuring his clients are well-prepared for the future. He specialises in retirement planning, helping clients navigate the complexities of building and managing their retirement savings. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance, Life Risk Insurance) • Wealth management strategies • Retirement planning • Investment advice, including Securities and Government Debt Securities • Retirement Savings Accounts Mark is a proud member of the Financial Advice Association of Australia (FAAA), further highlighting his dedication to upholding the highest ethical and professional standards. Ready to take control of your financial future? Contact Mark Adlam today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Adlam offer?
Mark Adlam specialises in superannuation advice, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, and retirement planning. He also provides advice on investments, including Securities and Government Debt Securities, and Retirement Savings Accounts.
What qualifications does Mark Adlam have?
Mark Adlam holds a Bachelor of Commerce from the University of New South Wales, a Diploma of Financial Planning from the Financial Planning Association of Australia, and is a Chartered Tax Adviser with The Tax Institute. He has also completed Ethics and Professionalism in Financial Advice and Economic and Legal Context for Financial Planning through Kaplan Professional.
How does Mark Adlam develop a financial plan for his clients?
Mark works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This includes regular reviews and adjustments to the plan as circumstances change.
What can I expect during my first meeting with Mark Adlam?
During your initial consultation with Mark, you can expect a relaxed and informative discussion about your financial goals and current situation. Mark will explain his services in detail and answer any questions you may have. The goal is to establish a strong understanding of your needs and determine how Mark can best assist you.
Why should I choose Mark Adlam as my financial adviser?
Mark Adlam offers a blend of extensive experience, professional qualifications, and a commitment to providing personalised financial advice. As an ASIC-registered financial adviser and Chartered Tax Adviser, Mark adheres to the highest ethical standards and provides expert guidance across a range of financial areas. His focus is always on helping you achieve your financial goals with confidence.
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