Adam Dawes
Financial Adviser
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About
Adam Dawes is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients navigate the complexities of the financial world. With a strong educational foundation including a Diploma of Securities and Derivatives from Finsia (2007), Superannuation studies at RMIT University (2007), and advanced accreditations from the ASX and Stockbroker Association of Australia, Adam possesses a comprehensive understanding of financial markets and investment strategies. Adam is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and derivatives. His expertise allows him to offer tailored solutions to meet the unique needs of each client, ensuring they are well-positioned to achieve their financial goals. Key services provided include: • Superannuation advice • Wealth management strategies • Securities trading advice • Derivatives trading advice • Investment portfolio construction Whether you are planning for retirement, seeking to grow your wealth, or need guidance on complex investment instruments, Adam Dawes can provide the expert advice and support you need. Contact Adam today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Adam Dawes offer?
Adam Dawes specializes in superannuation advice, wealth management strategies, securities trading advice, and derivatives trading advice. He also provides comprehensive investment portfolio construction services tailored to individual client needs.
What qualifications does Adam Dawes hold?
Adam holds a Diploma of Securities and Derivatives from Finsia (2007), has completed Superannuation studies at RMIT University (2007), is an Accredited Derivatives Adviser Level One (ASX, 2008), and is an Accredited Derivatives Adviser Level Two (Stockbroker Association of Australia, 2015).
What is the process for becoming a client of Adam Dawes?
The process begins with an initial consultation to discuss your financial goals and current situation. Adam will then develop a tailored financial plan based on your needs. Regular reviews and adjustments ensure the plan remains aligned with your evolving circumstances.
How can wealth management advice from Adam Dawes benefit me?
Adam's wealth management advice can help you grow your assets, manage risk, and achieve your long-term financial objectives. He provides personalized strategies for investment, retirement planning, and estate planning.
What should I expect during a consultation with Adam Dawes?
During a consultation with Adam, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of potential strategies to help you achieve your objectives. Adam is committed to providing clear, understandable advice.
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