Testimonials
I aim to provide the best service possible. Sometimes I get it right and sometimes I may get it wrong. Below are some comments from clients whom I have helped along the journey.
"I feel Adam is personable, reliable and honest. He comes to my home and takes the weight off my shoulders."
- Susan (client 2019 to current), helped with retirement planning strategies and aged care matters for a loved one.
"I have enjoyed working with Adam and found him to be quick, informative, honest and very professional......I would thoroughly recommend ACG Financial Services."
- Sally (client 2022), helped with simplification of situation.
"Kevin and myself first encountered Adam when he operated as financial adviser within the accounting firm that prepared our superannuation and taxation matters. Although under the general umbrella of the firm we found him to be prompt and reliable at all times. When he decided to develop his own business we decided to stay with him and since then he has assisted through several difficult periods helping with both investment and Centrelink matters. We have always found him to be reliable and can only recommend him to any prospective client."
- Bill and Kevin (2019 to current), helped with Centrelink affairs and investments.
I aim to provide the best service possible. Sometimes I get it right and sometimes I may get it wrong. Below are some comments from clients whom I have helped along the journey.
"I feel Adam is personable, reliable and honest. He comes to my home and takes the weight off my shoulders."
- Susan (client 2019 to current), helped with retirement planning strategies and aged care matters for a loved one.
"I have enjoyed working with Adam and found him to be quick, informative, honest and very professional......I would thoroughly recommend ACG Financial Services."
- Sally (client 2022), helped with simplification of situation.
"Kevin and myself first encountered Adam when he operated as financial adviser within the accounting firm that prepared our superannuation and taxation matters. Although under the general umbrella of the firm we found him to be prompt and reliable at all times. When he decided to develop his own business we decided to stay with him and since then he has assisted through several difficult periods helping with both investment and Centrelink matters. We have always found him to be reliable and can only recommend him to any prospective client."
- Bill and Kevin (2019 to current), helped with Centrelink affairs and investments.
General Advice Warning: The information contained within this web site is general advice only, prepared without taking into account any of your individual objectives, financial situation or personal circumstance. Before acting on the advice contained within, you should consider the appropriateness of the advice, having regard to your own individual objectives, financial position and personal circumstance.
Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)
Financial Services Guide & Privacy Policy
Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)
Financial Services Guide & Privacy Policy