1 Review

Mark Adlam

The Adlam Group

Gold

25 Yrs Experience

Eastwood, NSW 2122

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Registered Tax Agent for 31 years.

Licensed financial adviser for 19 years.

Effective 11/12/2019 licensed with privately owned, national licensee Capstone Financial Planning Pty Ltd. The most professional organisation that I have ever had the good fortune to be involved with.

5.00 March 2021

I feel very confident with Mark's advice. He has assisted me with all my financial requirements over many years. His advice is always current and timely. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I trust his advice which has enabled me to reach my financial goals in retirement.

Adviser status Gold
Rating 5.00
Number of reviews 1
First year providing advice 2000
Years of experience 25
Highest qualification
- Bachelor of Commerce (Accounting, Finance and Systems)
Language spoken
- English

The Adlam Group

Level 1, 2 Progress Avenue
Eastwood, NSW 2122

Capstone Financial Planning Pty Ltd

AFSL 223135

Mark Adlam

The Adlam Group

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The Adlam Group

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Capstone Financial Planning Pty Ltd