Adam Massey
Financial Adviser
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About
Adam Massey is an ASIC-registered financial adviser based in Ashgrove, QLD, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Hospitality Management) from The University of Queensland and a Diploma of Financial Planning from the FPA, Adam combines a strong business acumen with extensive financial planning knowledge. Adam's qualifications also include specialized training in Margin Lending and Geared Investments, Finance and Mortgage Broking, and Self-Managed Superannuation Funds. He is a member of the Australian Institute of Company Directors (AICD) and the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Adam can assist with superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Adam Massey today for a consultation.
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Frequently Asked Questions
What types of financial advice does Adam Massey offer?
Adam Massey provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He is authorised to advise on a range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Adam Massey have?
Adam holds a Bachelor of Business (Hospitality Management) from The University of Queensland, a Diploma of Financial Planning from the FPA, and certifications in Margin Lending, Mortgage Broking and Self-Managed Superannuation Funds from Kaplan Professional.
What is the process of working with Adam Massey?
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 to ensure you stay on track.
What professional associations does Adam Massey belong to?
Adam is a member of the Australian Institute of Company Directors (AICD) and the Financial Advice Association of Australia (FAAA).
How can Adam Massey help me with my retirement planning?
Adam can help you develop a comprehensive retirement plan that considers your desired lifestyle, risk tolerance, and financial resources. He can provide advice on superannuation strategies, investment options, and income streams to ensure a comfortable and secure retirement.
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