Adam Camac
Adam’s goal is to provide clients with sound financial advice and make informed decisions, save time and assist with complexity. He provides holistic advice that can incorporate investments, superannuation and self-managed super funds (SMSF), retirement planning, family trust and company structures, salary sacrifice, corporate share plans, insurance, projections and goal tracking.
Qualifications
Bachelor of Business (Banking & Finance), Queensland University of Technology
Graduate Diploma in Applied Finance, FINSIA/Kaplan
Diploma of Australian Taxation Law, Tax Institute Australia
CERTIFIED FINANCIAL PLANNER® (CFP®), Financial Planning Association
Registered Tax (Financial) Adviser, Tax Practitioners Board
Experience
Over 16 years experience in financial planning
Authorised Representative since 2012
Specialty
Helping high-income earners and retirees optimise structures and secure long-term financial freedom.