Adam Tanti
Financial Adviser
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About
Adam Tanti is an ASIC-registered financial adviser based in Emu Plains, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Adam holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, along with a Certificate III in Financial Services. He has also completed specialist training in Margin Lending and SMSF advice, holding the SMSF Specialist Advisor accreditation from the SMSF Association. Adam is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Adam's key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions With his extensive knowledge and commitment to ethical practice, Adam is well-equipped to guide you through the complexities of financial planning. Contact Adam today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Adam Tanti offer?
Adam Tanti provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He can also assist with investments, including Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Adam Tanti have?
Adam Tanti holds a Certificate III in Financial Services, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning). He is also an SMSF Specialist Advisor.
What is the process for becoming a client of Adam Tanti?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Adam will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure your plan remains aligned with your changing needs.
What can I expect during my first meeting with Adam Tanti?
During your first meeting, Adam will listen to your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. This is a chance to ask questions and determine if Adam is the right financial adviser for you.
Does Adam Tanti offer advice on SMSFs?
Yes, Adam Tanti is an SMSF Specialist Advisor and can provide comprehensive advice on all aspects of self-managed super funds.
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