Our Difference

Adams + Associates Financial Planners holds its own licence directly with ASIC (Australian Securities Investments Commission), which means we are not licenced through a bank, superannuation fund, insurance company, investment company or a financial planning franchise. 

Adams + Associates Financial Planners are members of the Boutique Financial Planning Group (BFP). The BFP is a not-for-profit association that represents the interests and high ideals of non-aligned Australian Financial Service Licensees who provide personal, tailored and ongoing advice that is in the client’s best interest.

Adams + Associates Financial Planners are long standing members of the Financial Advice Association Australia (FAAA). The FAAA is the leading professional body for financial planning in Australia.

The FAAA’s professional framework holds the highest standards for financial planning regulation around the world.

Tim Rudd and Phil Clancy are CERTIFIED FINANCIAL PLANNER® practitioners.

They adhere to the highest professional and ethical standards in the profession. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with FPSB.

We look forward to working with you to achieve your goals.