Adam Greentree
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Adam Greentree is an ASIC-registered financial adviser based in Muswellbrook, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a career spanning several decades, Adam brings a wealth of knowledge and experience to every client interaction. Adam holds the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA), earned in 1994, and a Master of Financial Planning from the University of Sunshine Coast (2007). He also completed RG146 Margin Lending certification with MLC ThreeSixty in 2011. As a member of the Financial Advice Association of Australia (FAAA), Adam adheres to the highest ethical and professional standards. Adam is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through the complexities of retirement planning, ensuring they have a secure and comfortable future. Adam can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Ready to take control of your financial future? Contact Adam Greentree today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Adam Greentree offer?
Adam Greentree specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Adam Greentree's qualifications?
Adam Greentree is a Certified Financial Planner (CFP) with a Master of Financial Planning. He also holds RG146 Margin Lending certification.
How does Adam Greentree approach financial planning?
Adam takes a personalized approach, working closely with each client to understand their unique circumstances and goals. He then develops tailored strategies to help them achieve financial security and success.
What should I expect during my first consultation with Adam Greentree?
During your initial consultation, Adam will discuss your financial situation, goals, and concerns. This will help him understand your needs and determine how he can best assist you. You'll also have the opportunity to ask any questions you may have.
Is Adam Greentree a member of any professional associations?
Yes, Adam is a member of the Financial Advice Association of Australia (FAAA).
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.