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Adam Braye

Adam Braye

Financial Planner

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Diploma of Financial Planning

My goal is to provide a positive and helpful experience for all members.

Adam has been working as a financial planner since 2000.

Adam’s business philosophy is to provide quality financial advice with a high level of care and professionalism.

Adam is well placed to guide you towards realising a secure and rewarding financial future.

Adam is authorised to provide you with advice (both general and personal) and deal in the following financial products:

  • Deposit products
  • Superannuation & Retirement Savings Accounts
  • Life insurance, including investment and risk insurance products
  • Managed investments (excluding Investor Directed Portfolio Services)
  • Government debentures, stocks or bonds
  • Securities