Adam Storey
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 Storey is an ASIC-registered financial adviser based in Maroochydore, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Adam holds a Graduate Certificate in Financial Planning (2009) and a Graduate Diploma in Financial Planning (2011) from the University of the Sunshine Coast, complemented by specialized knowledge in Self Managed Superannuation Funds obtained through Kaplan Education Pty Limited in 2015. Adam is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded strategies for their financial futures. This includes superannuation advice, insurance, wealth management, and retirement planning, as well as specific guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice: Optimising your superannuation for retirement. • Insurance: Protecting your assets and loved ones with comprehensive insurance solutions. • Wealth Management: Growing and preserving your wealth through strategic investment. • Retirement Planning: Creating a comfortable and secure retirement plan tailored to your needs. • Investment Life Insurance: Protecting your family's finances in the event of your death. • Life Risk Insurance: Protecting your income and lifestyle if you become disabled or seriously ill. Ready to take control of your financial future? Contact Adam today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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 Storey offer?
Adam Storey provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Adam Storey have?
Adam holds a Graduate Certificate and Graduate Diploma in Financial Planning from the University of the Sunshine Coast, and he has specialized knowledge in Self Managed Superannuation Funds from Kaplan Education.
How does Adam Storey tailor financial advice to my specific needs?
Adam takes a personalized approach, carefully assessing your financial situation, goals, and risk tolerance to develop a customized strategy that aligns with your unique circumstances.
What can I expect during my first consultation with Adam Storey?
During your initial consultation, Adam will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This will allow him to understand your needs and determine how he can best assist you.
How often should I review my financial plan with Adam?
It is recommended to review your financial plan at least annually or whenever there are significant changes in your life, such as a new job, marriage, or the birth of a child. Adam can help you stay on track and make necessary adjustments to your plan.
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.