Adam Passwell
Partner, Financial Adviser
Expertise
After four years working in Sydney for two independent boutique financial advice companies, Adam joined the Hales Douglass team to start the Hales Douglass Financial Advice division. After the first year managing the company, he became the managing partner (of Financial Advice) and today he continues to manage the business with a team of four people dedicated to sourcing the best financial advice for clients.
Industries
Adam has a strong educational background with a double major degree in Economics and Business Law from Macquarie University and he has also completed the Diploma in Financial Planning from Deakin University.
Realising the strong growth in Self Managed Superannuation Funds (SMSF) for retirees, Adam is a member of the Self Manage Super Fund Professional Association of Australia and has completed his specialist qualifications to meet the accreditation for being a SMSF Specialist Adviser, thus ensuring the highest competency in this very complicated field.
Qualifications & Associations
Bachelor of Economics
Diploma in Financial Planning
Self-managed super fund specialist advisor
Member Association of Independently Owned Financial Planners
Service & Advice Focus
Adam’s practice is strongly focused on pre and post retirement planning with an emphasis on superannuation benefit planning as well as the delivery of retirement income streams, including maximisation of age pension benefits. And with the combined force of the Hales Douglass accounting team, he also ensures the most efficient taxation planning of clients’ investments. Adam also focuses on a vast array of proactive, wealth creation strategies for people of all ages before retirement.