Adam Montana
Financial Adviser
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About
Adam Montana is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation in economics and finance from the University of Technology Sydney (Bachelor of Business, 2004), Adam has built a career focused on providing comprehensive and tailored financial advice. Adam holds several key industry qualifications, including Certified Financial Planner (CFP) certification from the Financial Advice Association of Australia Limited (2010), a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2010), and LRS Life Risk Specialist designation (2011). He is also RG146 compliant to provide advice in Margin Lending (MLC ThreeSixty, 2011). As an active 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, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients receive well-rounded and informed recommendations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Adam Montana today for a personalised consultation and expert guidance.
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Frequently Asked Questions
What types of financial advice does Adam Montana offer?
Adam Montana provides advice on superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Adam Montana have?
Adam Montana holds a Bachelor of Business (Economics and Finance) from the University of Technology Sydney, a Certified Financial Planner (CFP) certification, a Graduate Diploma of Financial Planning, and LRS Life Risk Specialist designation. He is also RG146 compliant in Margin Lending.
What is the process for working with Adam Montana?
The process typically begins with an initial consultation to understand your financial goals and current situation. Adam will then develop a tailored financial plan, implement the plan, and provide ongoing reviews and adjustments as needed.
How can wealth management strategies benefit me?
Wealth management strategies can help you grow your assets, manage risk, and achieve your long-term financial objectives. Adam Montana can help you develop a personalised wealth management plan that aligns with your individual needs and circumstances.
What should I expect during a consultation with Adam Montana?
During a consultation, you can expect a thorough assessment of your financial situation, a discussion of your goals and priorities, and an explanation of the different financial products and strategies available to you. Adam will provide clear and transparent advice to help you make informed decisions.
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