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 ·   Diploma of Financial Planning (2006) ·   Advanced Diploma of Financial Planning (2016) ·   SMSF Accredited     Memberships and Associations ·    Authorised Representative of Sentinel Private Wealth ·    Member of the Association of Financial Advisers (AFA) ·    Member of the Tax Practitioners Board (TPB) Specialist Skills ·      Wealth creation ·      Superannuation Advice (personal/corporate/SMSF) ·      Investment Advice (managed funds/listed securities/annuities/term deposits/self funding instalment warrants/property) ·      Insurance (personal/general/claims) ·      Retirement planning ·      Salary Sacrificing ·      Child Education/Savings Bonds Career & Industry Highlights Originally from Brisbane, 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. In 2009, Glenn established A&K Financial Planning on the Sunshine Coast and has since seen it evolve into a successful practice. His greatest achievement is that he has now expanded his team to 5 staff members who all pride themselves on providing excellent client service with a personalised touch. Personal Interests Originally from Brisbane, Glenn moved to the Sunshine Coast in 2009 with his wife, Donna, and his 3 children, Parrish, Maya and Jem. Outside of work, Glenn has a passion for Rugby League, horse racing and fitness.  

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

·   Diploma of Financial Planning (2006)
·   Advanced Diploma of Financial Planning (2016)
·   SMSF Accredited

    Memberships and Associations

·    Authorised Representative of Sentinel Private Wealth
·    Member of the Association of Financial Advisers (AFA)
·    Member of the Tax Practitioners Board (TPB)

Specialist Skills

·      Wealth creation
·      Superannuation Advice (personal/corporate/SMSF)
·      Investment Advice (managed funds/listed securities/annuities/term deposits/self funding instalment warrants/property)
·      Insurance (personal/general/claims)
·      Retirement planning
·      Salary Sacrificing
·      Child Education/Savings Bonds

Career & Industry Highlights

Originally from Brisbane, 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.

In 2009, Glenn established A&K Financial Planning on the Sunshine Coast and has since seen it evolve into a successful practice. His greatest achievement is that he has now expanded his team to 5 staff members who all pride themselves on providing excellent client service with a personalised touch.

Personal Interests

Originally from Brisbane, Glenn moved to the Sunshine Coast in 2009 with his wife, Donna, and his 3 children, Parrish, Maya and Jem.

Outside of work, Glenn has a passion for Rugby League, horse racing and fitness.

 

jayden adams - Client service officer jayden is currently in his third year of bachelor of commerce, majoring in financial planning and minoring in accounting & business law. "jd" is a valued part time member of a&k financial planning and will become a full time member in 2018, when he finishes university. in his free time, jd is also a part time life saver and enjoys playing touch footy, horse racing and spending time at the beach. 

jayden adams - Client service officer

jayden is currently in his third year of bachelor of commerce, majoring in financial planning and minoring in accounting & business law.

"jd" is a valued part time member of a&k financial planning and will become a full time member in 2018, when he finishes university.

in his free time, jd is also a part time life saver and enjoys playing touch footy, horse racing and spending time at the beach.