Vicki Adams
Financial Adviser
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About
Vicki Adams is an ASIC-registered financial adviser based in Blackburn, Victoria, dedicated to providing tailored financial solutions to help her clients achieve their financial goals. With a strong foundation in business and finance, Vicki holds a Bachelor of Business (Multidiscipline) from Monash University and a Certificate of Business Studies from Box Hill College. She has also completed specialist training in Margin Lending & Geared Investments from Kaplan Professional and Self Managed Superannuation Funds from the University of New South Wales. Vicki is a Chartered Accountant with Chartered Accountants Australia and New Zealand and is also a member of CPA Australia and the Financial Advice Association of Australia (FAAA), holding the Certified Financial Planner designation with the Financial Planning Association (FPA). This extensive training and experience allows Vicki to provide expert advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. As a trusted adviser, Vicki is authorized to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can assist you with: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Vicki can provide the expert advice and support you need. Contact Vicki today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Vicki Adams offer?
Vicki Adams provides advice on a comprehensive range of financial areas, including superannuation, insurance, wealth management, and retirement planning. She is also authorized to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications and memberships does Vicki Adams have?
Vicki holds a Bachelor of Business (Multidiscipline) from Monash University, is a Chartered Accountant with Chartered Accountants Australia and New Zealand, and is a member of CPA Australia and the Financial Advice Association of Australia (FAAA). She also holds the Certified Financial Planner designation with the Financial Planning Association (FPA).
How can Vicki help me plan for retirement?
Vicki can help you develop a personalized retirement plan that takes into account your current financial situation, future goals, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
What is Vicki Adams's approach to financial planning?
Vicki takes a client-focused approach, working closely with each client to understand their individual needs and goals. She provides clear, easy-to-understand advice and develops tailored strategies to help her clients achieve their financial objectives.
How do I get started with Vicki Adams?
To get started, simply contact Vicki to schedule an initial consultation. This meeting will provide an opportunity to discuss your financial situation, goals, and how Vicki can help you achieve them.
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