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GLENN ADAMS

DIRECTOR/SENIOR FINANCIAL PLANNER

Unique Qualities
Glenn believes in a holistic approach to financial planning and enjoys the strategic side of providing advice. Glenn always exhibits a caring, honest, personalised and professional approach with clients and he appreciates the importance of maintaining long term client relationships.

Professional Qualifications & Memberships
· Diploma of Financial Planning (2006)
· Advanced Diploma of Financial Planning (2016)
· SMSF Accredited
· Authorised Representative of Consultum
· Association Of Financial Advisers (AFA)
· Tax Practitioners Board (TPB)

Specialist Skills
· Wealth Creation
· Superannuation Advice
· Investment Advice
· Insurance (Personal/General/Claims)
· Retirement Planning
· Salary Sacrificing
· Child Education/Savings Bonds

Career & Industry Highlights
Glenn began his career in Brisbane, as a financial planner with Sunsuper. Over the years, he has gained a vast range of knowledge from working with renowned companies such as Charter Group, MLC and AMP.

Glenn moved to the Sunshine Coast in 2009 with his wife, Donna, and his 3 children, Parrish, Maya and Jem. In 2009, Glenn established A&K Financial Planning on the Sunshine Coast and has since seen it evolve into a successful practice, with staff members who all pride themselves on providing excellent client service with a personalised touch.

Personal Interests
Outside of work, Glenn has a passion for rugby league, horse racing and fitness.

 
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Debbie Willmott

Office Manager

Deb has worked in the finance industry for over 20 years. She made the decision to move from her hometown in Melbourne to the Sunshine Coast in 2014 with her husband Jim and her 2 children, Oscar (10) and Alice (7).

Deb is a renowned ‘people person’ who loves meeting and helping our clients with their administration needs.

In her free time, Deb loves kayaking, walking and spending time at the beach with her family.

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Charlie Anderson

Client Service Manager

Charlie is an experienced Client Services Manager having worked in the finance industry since 2012. Originally from the UK, Charlie moved to the Sunshine Coast with her family when she was 11 years old.

Charlie is the friendly face that will greet you when you visit our office. She is a driven administrator / paraplanner who provides a high level of service to all clients here at A&K Financial Planning.

Charlie lives on the Coast with her Husband Louis and her two dachshunds Biscuit and Lilly.