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Adam Boyer
BCom CFP®
Private Client Adviser
As your trusted adviser, it is my duty to pave the way to financial prosperity by providing expert strategy and investment advice.
Adam has been working in financial services since 2011. His extensive experience in financial strategy development provides the framework for efficient accumulation and protection of your financial assets. Adam holds a Bachelor of Commerce (Finance) and an Advanced Diploma of Financial Planning. He has also achieved the prestigious level of CERTIFIED FINANCIAL PLANNER®.
Investment Style
Adam has a tailored approach, providing well structured, personalised strategies combined with prudent investment selection to assist you in achieving your individual goals.
Services and Specialties
Self-Managed Super Funds
Portfolio Administration
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Tier 1 Margin Lending - Personal Advice
Advanced Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Bachelor of Commerce (Finance)
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Financial Planning
Securities
Generic
Superannuation
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Managed Investments
Life Insurance
Margin Lending
Tax (financial) Adviser
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits.
