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Adam Gotsalks

MyAdvice Financial Planning

Gold
20 Yrs Experience
Eltham, VIC 3095

Adam is an experienced Financial Planner who has been providing personalised advice in Melbourne for over 15 years.

Adam is a member of Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) and obtained Certified Financial Planner (CFP) designation in 2013, the international gold standard and highest certification available to financial planners worldwide.

Adam has extensive experience providing advice to retail, high net worth and business banking clients of a major institution and clients of a large mortgage broker.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

There is generally no fee for the initial meeting.

A fee for advice is based on the complexity of the strategy involved.

Adam will let you know in advance what the fee for your financial plan before you decide to proceed to advice being prepared.

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

MyAdvice Financial Planning

Suite 4, 741 Main Rd
Eltham, VIC 3095

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221