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GA

Glenn Adams

Financial Adviser

A&K Financial Planning Pty Ltd t/as Coastal Financial Advisers
Maroochydore, QLD 4558

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About

Glenn Adams is an ASIC-registered financial adviser based in Maroochydore, Queensland. With a career spanning over 15 years, Glenn is dedicated to providing comprehensive and tailored financial advice to help clients achieve their financial goals. He holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2006), a Self-Managed Superannuation certification (2011), an Advanced Diploma of Financial Planning (2016), ASX Listed Products Accreditation (2018), and Margin Lending Adviser accreditation (2018). Glenn is authorized to provide advice on a wide 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. Glenn's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies If you're seeking expert financial guidance to navigate your financial future with confidence, contact Glenn Adams today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000529426

Verify on ASIC Register

Authorised Representative Number

000310243

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Glenn Adams provide?

Glenn Adams specialises in providing advice on superannuation, retirement planning, wealth management, insurance, and investments. He is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Glenn Adams have?

Glenn holds a Diploma of Financial Services (Financial Planning), a Self-Managed Superannuation certification, an Advanced Diploma of Financial Planning, ASX Listed Products Accreditation, and Margin Lending Adviser accreditation.

What is the process of working with Glenn Adams?

The process typically starts with an initial consultation to understand your financial goals and current situation. Glenn will then develop a tailored financial plan and provide ongoing support to help you achieve your objectives.

How can wealth management advice from Glenn Adams benefit me?

Glenn's wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your long-term financial goals through tailored investment strategies and ongoing support.

Does Glenn Adams offer advice on insurance products?

Yes, Glenn provides advice on various insurance products including Investment Life Insurance and Life Risk Insurance to help protect you and your family against unforeseen events.

Get in Touch

Contact Glenn directly for personalised advice.

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