Adam Ghanem
Financial Adviser
Adam Ghanem – Financial Adviser
“I’m passionate about what we do in financial planning and the impact we have on our clients.”
Adam has been in the financial advice industry since 2013 and he’s passionate about what he does and the impact he has on his clients. Prior to working and completing his Masters in Financial Planning, Adam studied Neuroscience at UQ and worked in health services. He draws from what he’s learnt to better understand his clients and guide them towards their best life.
He wanted to help people with their health but eventually realised that he loved numbers a lot more than he loved chemistry and made the switch to finance. Now Adam gets to help people with their financial health and hasn’t looked back since.
In his spare time, he loves to train or relax by the ocean, as he finds both help him to keep a clear mind and healthy body, so that he can keep up with his two young boys!
Areas of specialisation:
- Pre-retirement strategies
- Retirement strategies
- Wealth creation strategies
- Risk management strategies
- Debt and cash flow management
- Self-Managed Super Funds
Qualifications:
- Master of Financial Planning
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Justice of the Peace (QUAL)
- Self-Managed Superannuation Funds Accreditation
- Borrowing within Self-Managed Superannuation Funds Accreditation
- Most Trusted Adviser designation; Beddoes Institute
- Most Trusted Adviser 2022 & 2023
Memberships:
- Financial Advice Association Australia
Hear from Adam’s clients:
