Adam Ellsmore Cfp®

Adam Ellsmore Cfp® Email and Phone Number

Financial Planner & Principal at Compound Financial @ Compound Financial
Adam Ellsmore Cfp®'s Location
Kooringal, New South Wales, Australia, Australia
About Adam Ellsmore Cfp®

I'm a Strategic Financial Planner located in Wagga Wagga NSW and with offices in Wagga Wagga and Wodonga VIC. My mission is to help and educate individuals in the complex world of finance and financial planning and to place them in a strong and confident position for the future. With professional assistance, guidance and education, this could be the best investment for your future!At Compound Financial, we offer a tailored and comprehensive approach to your financial advice needs. Our clients have the option to scope advice to specific areas that they are seeking (i.e. super advice, cashflow, investment, personal insurance) or take part in a full and comprehensive review of their finances and plan for the future. Defining your goals and objectives (short term / medium & long term) and taking part in a full 'financial plan' with ongoing advice means that you have a 'road map', as such, for the future to help you achieve your ultimate goals and with confidence and direction. A summary of the services we can assist with are as follows:- Cashflow and Budgeting .- Investment .- Superannuation.- SMSF advice (Self-Managed Super Funds)- Personal Insurances (i.e. Life cover, TPD, Trauma cover, Income Protection).- Retirement planning.- Centrelink advice.- Estate Planning (general guidance).Thank you for taking the time to review my profile and I look forward to discussing any future assistance that you may require.

Adam Ellsmore Cfp®'s Current Company Details
Compound Financial

Compound Financial

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Financial Planner & Principal at Compound Financial
Adam Ellsmore Cfp® Work Experience Details
  • Compound Financial
    Financial Planner & Principal
    Compound Financial Jan 2022 - Present
    Wagga Wagga, New South Wales, Australia
    The Financial Planning section of 'Rayther & Co' is now held in a standalone business with 'Compound Financial'. We continue to serve existing clients and are happy to take on new clients.
  • Rayther & Co
    Financial Planner
    Rayther & Co Dec 2014 - Dec 2021
    Wagga Wagga, Australia
    The Financial Planning section of 'Rayther & Co' is now a standalone business renamed 'Compound Financial'.
  • Twomeys
    Financial Planner
    Twomeys Apr 2012 - Nov 2014
    Wagga Wagga
  • Evergreen Wealth Professionals
    Financial Planner
    Evergreen Wealth Professionals 2010 - Apr 2012
  • Adams + Associates Financial Planners
    Paraplanner
    Adams + Associates Financial Planners 2008 - 2010
  • Skandia Australia
    Funds Administration
    Skandia Australia 2004 - 2005

Adam Ellsmore Cfp® Skills

Financial Advisory Superannuation Financial Planners Wealth Retirement Planning Wealth Management Estate Planning Wealth Accumulation Strategic Financial Planning Investment Advisory Investment Strategies Smsf Tax Investments Asset Managment Cash Flow Income Protection Financial Planning

Adam Ellsmore Cfp® Education Details

  • Deakin University
    Deakin University
    Certified Financial Planner™
  • Charles Sturt University
    Charles Sturt University
    Bachelor Of Business (Finance / Banking)
  • Pinnacle Financial Services Academy
    Pinnacle Financial Services Academy
    Diploma Of Financial Planning
  • Mount Austin High School
    Mount Austin High School

Frequently Asked Questions about Adam Ellsmore Cfp®

What company does Adam Ellsmore Cfp® work for?

Adam Ellsmore Cfp® works for Compound Financial

What is Adam Ellsmore Cfp®'s role at the current company?

Adam Ellsmore Cfp®'s current role is Financial Planner & Principal at Compound Financial.

What schools did Adam Ellsmore Cfp® attend?

Adam Ellsmore Cfp® attended Deakin University, Charles Sturt University, Pinnacle Financial Services Academy, Mount Austin High School.

What skills is Adam Ellsmore Cfp® known for?

Adam Ellsmore Cfp® has skills like Financial Advisory, Superannuation, Financial Planners, Wealth, Retirement Planning, Wealth Management, Estate Planning, Wealth Accumulation, Strategic Financial Planning, Investment Advisory, Investment Strategies, Smsf.

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