There’s no doubt that investment and insurance can be
daunting. Here at Adelaide
Investment & Insurance Group, we pride ourselves on being able to help
you break through the clutter and get on the road to achieving your financial
goals.
We have been assisting people just like you achieve their financial
goals since 1994. We research and analyse product options suitable for your
situation and then present these options to you in a straight forward manner.
Words such as 'investment', 'tax', 'superannuation' and 'insurance'
may not be awe inspiring to those outside of this industry, but when you
consider these words relate to goals such as 'owning my own home', 'having a
secure future for my family', 'being financially free in time to enjoy it', or
'retiring in style', they take on a new meaning.
As a privately owned business, Adelaide
Investment & Insurance Group is not tied to any provider of products or
services. This ensures that all our clients receive the most appropriate advice
with respect to their goals, objectives and financial requirements.
Adelaide
Investment & Insurance Group holds an Australian Financial Services
License No. 226405 and is a Corporate Member of AFA (Association of Financial
Advisors Ltd). Our planners adhere to strict guidelines regarding professional
conduct and ethics.
Our People
We are happy to introduce you to our team of experienced financial
advisors and enthusiastic support staff, all of whom are committed to helping
you achieve your financial goals.
Richard Anderson - Director
Having had experience in the finance advisory sector since 1991,
Richard advises on wealth creation strategies through a range of options
including investments, superannuation and retirement planning.
He also advises on personal insurances for protection of assets and
aged care strategies.
Peter Solomon - Director
Peter has been in the finance advisory sector since 1995. He
specialises in strategies for self managed superannuation along with investment
and gearing strategies using property, shares, managed funds and tax effective
investments.
Andrew Nuske - Financial Planner & Representative
After completing a Bachelor of Accountancy, Andrew has a Diploma and
an Advanced Diploma in Financial Services. Andrew has been in the industry
since 1998, and advises in super, risk, investments,
retirement and wealth creation planning.
Manoher Soroush - Financial Planner CFP®, BSc, DFP &
Authorised Representative
Manny has been involved in the Finance Industry since 1999 and joined
the Adelaide Investment & Insurance Group team in 2007. He is now a
Certified Financial Planner® practitioner and member of the Financial
Planning Association of Australia (FPA). The CFP® practitioner
designation is the global symbol of excellence in financial planning. It is
awarded to practitioners who meet high standards of education and
experience.
Manny can assist you in structuring your financial planning strategies
regarding your superannuation, retirement planning, transition to retirement,
investment strategies for your SMSF, personal insurances, and maximising your
Government benefits and entitlements, i.e. Age Pension.
Lucy Simeone – Senior Administrator
If you want to know anything about Adelaide Investment and Insurance
Group, you need only speak with Lucy. Having been in the industry since 1988
and joining us in 1997, Lucy is a wealth of knowledge.
Lucy handles quoting and queries regarding Life Insurance, Investments
or Superannuation along with assisting in the admin area and helping with
general enquiries.
Kim Buttery & Natalie Pearson – Office
Assistants
Kim and Natalie will more than likely be your first point of contact
when you phone. Kim joined us in 2004 with Natalie joining in 2010. They can
help you with a range of queries including:
- Making appointments to see any of our Financial Advisors
- Calculating client portfolio balances
- Organising withdrawals
- Updating client details
- Liaising with Fund Managers
- Taking your details for insurance quotes
- General enquiries