We can help you find your Lost Super

It's Easy


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Your Comments

Book a Skype Chat


Register your details below and we'll contact
you when it suits you.

Your Name
Skype Username
Phone Number
Your Email
Preferred Time
Your Comments

Whats Skype? Learn More

Make an Enquiry


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Enquiry Type
Preferred Time
Your Message

Book a no-obligation consultation


Register your details below and we'll contact you within one business day to set up your no-obligation consultation.

Register below to receive our FREE email newsletter




Adam Walisinghe

Financial Planner

I take pride in providing life changing financial plans for my clients, their family and their business. My commitment is to cultivate and protect my client's lifestyle now and into the future.

Qualifications:

  • Bachelor of Business Management (Finance) - Deakin University
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Currently completing his Certified Financial Planning Qualification
  • Professional Memberships: Financial Planning Association of Australia - Associate Member.

    Areas of Expertise: Insurance, Investments, Retirement, Self Managed Super Fund, Superannuation, Debt, Cash Flow Management, Estate Planning.




    Adam’s Experience:

    Adam has spent the bulk of his Financial Planning career providing Strategic Financial Advice to clients tailored to their individual circumstances. Adam specialises in a variety of Wealth Creation Strategies in both a Pre and Post-retirement Planning setting and is passionate about helping clients navigate the complex combination of superannuation (including Self Managed Super Funds), Taxation and Personal Investment to achieve the ideal Financial Outcome.


    On a Personal Note:

    On personal level, Adam is an optimistic and reliable person who firmly believes in planning ahead rather than being ‘spontaneous’ to achieve greater Financial Outcomes. Outside of work, Adam enjoys spending time with his family and is an avid Crusaders and Melbourne Rebels supporter.


    Adam’s Client Relationships:

    • “Working with Adam and the entire team has been a great experience for me and my partner. We found Adam professional, knowledgeable and trustworthy. We are confident that we have a secure financial future ahead of us’.”

     


     

    Accredited by AMP Financial Planning
    PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V 6.0 & PFG Global Pty Ltd Financial Services & Credit Guide V 6.0 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.