Adam Peluchetti
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Adam Peluchetti is an ASIC-registered financial adviser dedicated to helping individuals and families in Hermit Park, QLD, achieve their financial goals. With a solid educational foundation including a Bachelor of Commerce from James Cook University (2002), an Advanced Diploma from RMIT (2006), and a CFP certification from Deakin University (2008), Adam combines academic knowledge with practical experience. He stays current with industry standards, completing Ethics and Professionalism in Financial Advice training with Kaplan Professional in 2022. As a member of the Financial Advice Association of Australia (FAAA), Adam adheres to a high standard of ethical conduct. He is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored solutions. Adam's expertise allows him to provide advice and services related to: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets with insurance, Adam is here to guide you. Contact Adam today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Adam Peluchetti offer?
Adam Peluchetti provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance and Securities. He can also advise on Retirement Savings Accounts and Government Debt Securities.
What qualifications does Adam Peluchetti hold?
Adam holds a Bachelor of Commerce from James Cook University, an Advanced Diploma from RMIT, a CFP certification from Deakin University and has completed Ethics and Professionalism in Financial Advice training with Kaplan Professional.
How does Adam Peluchetti develop a financial plan for his clients?
Adam works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives. This often involves a combination of investment strategies, insurance solutions, and retirement planning advice.
What can I expect during my first meeting with Adam Peluchetti?
During your initial consultation, Adam will take the time to get to know you, understand your financial situation, and discuss your goals and objectives. He will explain his services in detail and answer any questions you may have. There is no obligation to proceed after the initial consultation.
Is Adam Peluchetti a member of any professional associations?
Yes, Adam is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to ethical conduct and professional standards in the financial advice industry.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.