WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
AB

Adam Bordignon

Financial Adviser

Bee Financial Pty Ltd
Werribee, VIC 3030

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 Bordignon is an ASIC-registered financial adviser based in Werribee, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Adam holds an Advanced Diploma and Diploma in Financial Services (Financial Planning) from Kaplan Professional (2007) and has continued to expand his expertise with qualifications in Margin Lending and Geared Investments, Ethics and Professionalism in Financial Advice, and a Graduate Diploma of Financial Planning from Kaplan Professional (2022). He is a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA) since 2017 and a proud member of the Financial Advice Association of Australia (FAAA). Adam is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients receive well-rounded and informed guidance. Adam's key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Ready to take control of your financial future? Contact Adam today to schedule a consultation and discover how personalized financial advice can benefit you.

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

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000533762

Verify on ASIC Register

Authorised Representative Number

000312382

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Adam Bordignon offer?

Adam Bordignon provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance, and Securities.

What are Adam Bordignon's qualifications?

Adam holds an Advanced Diploma and Diploma in Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and is a Fellow Chartered Financial Practitioner (FChFP) with the AFA. He also holds qualifications in Margin Lending and Geared Investments.

How does Adam Bordignon approach financial planning?

Adam offers tailored and comprehensive advice designed to help clients achieve their specific financial goals. He begins by understanding your current financial situation and future aspirations before developing a personalized strategy.

What can I expect during my first consultation with Adam Bordignon?

During your initial consultation, Adam will discuss your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if his services are a good fit for your needs.

Is Adam Bordignon a member of any professional associations?

Yes, Adam is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Adam directly for personalised advice.

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.