Adam Peacey
Financial Adviser
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About
Adam Peacey is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping individuals and families achieve their financial goals. Adam holds a Bachelor of Commerce (Major Finance) from the University of Southern Queensland and an Advanced Diploma of Financial Planning from Mentor Education. He also holds specialist qualifications in margin lending, geared investments, and self-managed superannuation funds from Kaplan Education. Authorised to provide advice on a broad range of financial products, Adam offers comprehensive guidance in superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Adam's extensive knowledge and experience allow him to create tailored strategies to meet each client's unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Adam Peacey today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What services does Adam Peacey offer?
Adam Peacey provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment guidance. He tailors his advice to meet each client's individual needs.
What are Adam Peacey's qualifications?
Adam Peacey holds a Bachelor of Commerce (Major Finance) from the University of Southern Queensland, a Diploma of Financial Services (Financial Planning) from Finsia, and an Advanced Diploma of Financial Planning from Mentor Education. He also holds specialist qualifications from Kaplan Education in margin lending, geared investments, and self-managed superannuation funds.
How does Adam Peacey approach financial planning?
Adam takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan designed to help you achieve your objectives. Regular reviews ensure the plan remains aligned with your evolving needs.
What should I expect during my first meeting with Adam Peacey?
During your initial consultation, Adam will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Adam and understand how he can help you. He will explain his services in detail and answer any questions you may have.
Why should I choose Adam Peacey as my financial adviser?
Adam Peacey offers expert financial advice with a commitment to building long-term relationships with his clients. His extensive qualifications, ASIC registration, and broad range of services make him well-equipped to help you navigate the complexities of financial planning and achieve your financial aspirations.
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