Adam Griffiths
Financial Adviser
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About
Adam Griffiths is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals through tailored advice and strategic wealth management. With a Certificate in Financial Markets from the Securities Institute of Australia (1995) and a Professional Diploma in Stockbroking from Deakin/SAA (2011), complemented by studies in Ethics and Professional Relationships at QUT (2020), Adam possesses a strong foundation of knowledge and a commitment to ethical practice. He is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Adam is authorised to provide advice on a range of financial products, including wealth management solutions, securities, and government debt securities. He specialises in creating personalised investment strategies to suit each client's unique circumstances and risk tolerance. Key services include: • Wealth Management • Securities Advice • Government Debt Securities • Portfolio Construction • Investment Planning Ready to take control of your financial future? Contact Adam Griffiths today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Adam Griffiths typically work with?
Adam works with a diverse range of clients, from individuals and families to self-managed super funds, providing tailored advice to meet their specific financial needs and goals.
What qualifications does Adam Griffiths have?
Adam holds a Certificate in Financial Markets from the Securities Institute of Australia, a Professional Diploma in Stockbroking from Deakin/SAA, and has completed studies in Ethics and Professional Relationships at QUT. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What is Adam Griffith's approach to financial planning?
Adam's approach is client-centered and focuses on understanding your unique circumstances, goals, and risk tolerance. He develops personalised strategies to help you achieve your financial objectives, providing ongoing support and guidance along the way.
What services does Adam Griffiths offer?
Adam provides advice on wealth management, securities, and government debt securities. He can assist with portfolio construction, investment planning, and strategies for wealth accumulation.
How do I get started with Adam Griffiths?
The first step is to schedule an initial consultation. This allows Adam to understand your financial situation and goals, and for you to learn more about his services and how he can help you achieve your financial aspirations.
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