Our Difference

Adams + Associates Financial Planners holds its own licence with ASIC (Australian Securities Investments Commission), which means we do not represent a bank, insurance company, fund manager or a financial
planning franchise. This sets us apart from our colleagues.

Adams + Associates Financial Planners are members of the Boutique Financial Planning Group (BFP).The BFP is recognised as the only non-profit body in Australia, established to specifically represent the interests and high ideals of small, Australian Financial Services licensees (AFSLs) who provide personal, tailored, regular and ongoing client advice.

Adams + Associates Financial Planners are long standing members of the The Financial Planning Association
of Australia (FPA). The FPA is the peak professional body for financial planning in Australia. FPA practitioner
members manage the financial affairs of more than 5 million Australians.

The FPA's professional framework holds the highest standards for financial planning regulation around the world.
Click here to visit the FPA website for more information.

Tim Rudd and  Phil Clancy  are CERTIFIED FINANCIAL PLANNER® practitioners.The CFP mark is the
global symbol of excellence in financial planning. It represents the highest achievement within the profession and is
a symbol worthy of pride and acknowledgement. Click below for more information.