Adam Passwell
Financial Adviser
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About
Adam Passwell is an ASIC-registered financial adviser based in Ulladulla, NSW, dedicated to providing comprehensive and personalised financial solutions. With over two decades of experience in the financial services industry, Adam holds a Bachelor of Economics from Macquarie University, an Advanced Diploma in Financial Planning from Deakin University, and specialist accreditations as an SMSF Specialist Adviser and Estate Planning Specialist Adviser. He stays up-to-date with the latest industry developments through ongoing education, including Ethics and Professionalism in Financial Advice from Kaplan. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and the SMSF Association, Adam adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, ensuring his clients receive well-rounded and tailored strategies. Adam can provide advice on: • Superannuation Advice • Insurance • Wealth Management • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities His key services include: • Retirement planning and income strategies • Wealth creation and investment management • Superannuation and SMSF advice • Estate planning • Personal insurance solutions Ready to take control of your financial future? Contact Adam Passwell today to schedule a consultation and discover how he can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Adam Passwell offer?
Adam Passwell provides a comprehensive range of financial advice, including superannuation advice, insurance, wealth management, retirement planning, and investment strategies. He also specialises in SMSF and estate planning.
What qualifications does Adam Passwell have?
Adam holds a Bachelor of Economics from Macquarie University, an Advanced Diploma in Financial Planning from Deakin University, and specialist accreditations as an SMSF Specialist Adviser and Estate Planning Specialist Adviser. He also completes ongoing professional development to stay up-to-date.
What is Adam Passwell's approach to financial planning?
Adam's approach is client-focused and personalised. He takes the time to understand your individual circumstances, goals, and risk tolerance before developing a tailored financial plan. He believes in building long-term relationships with his clients based on trust and transparency.
How can Adam Passwell help me with my superannuation?
Adam can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement income planning. He is also an SMSF Specialist Adviser and can assist with the establishment and management of self-managed super funds.
What should I expect during my first meeting with Adam Passwell?
During your initial consultation, Adam will discuss your financial goals, current situation, and any concerns you may have. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for you to get to know Adam and determine if he is the right financial adviser for you.
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