Ph: (08) 8294 4744
Email : mccanad@bartons.com.au
Adam entered Financial Planning in 1986 and from the outset, has committed to helping his clients take control of their financial futures through well-informed risk and investment decision making.
Adam's commitment to professional standards and service is demonstrated in the following qualifications and professional body associations:
- Diploma in Financial Planning
- Graduate Certificate of Business at Adelaide University
- Certified Financial Planner (CFP), the internationally recognised symbol of excellence in Financial Planning
- Member of the Financial Planning Association of Australia Ltd
- Integratec Self Managed Superannuation Certificate
- Kaplan ASX Accredited Listed Products Adviser Program
As an Authorised Representative of Genesys Wealth Advisers Ltd, Adam can offer strategic advice on all Authorised and Approved products including:
- Financial Planning & Investment Advice
- Risk Management - Life Insurance, Trauma & Permanent Disability, Business Expenses, Income Protection, Key person and business succession.
- Superannuation - with an emphasis on self-managed superannuation funds, corporate and personal super.
- Retirement Income Streams - allocated pensions, term allocated pensions and annuities
- Investments and direct equities - Unit trusts, Cash accounts, term deposit and managed funds.
- Finance - discounted home loans, lines of credit and tailored loans for your practice, business or personal needs
Adam will develop a plan that suits your current and future financial needs and with an ongoing review service, will keep your plan on track and responsive to change.
