Associate Advisor, Allan Hall Financial Planning
About Angelo AdamAngelo has over 8 years’ experience in the Financial Planning profession in areas such as Personal Risk Insurance, Superannuation, Retirement Planning and Investment planning. Angelo joined Allan Hall in April 2018, Angelo holds a Bachelor of Commerce majoring in Finance and Economics plus a Diploma of Financial Planning. Angelo is passionate about assisting clients achieve their goals as they progress through each life stage.
Qualifications and Memberships
- Bachelor of Commerce
- Diploma of Financial Planning
- AFA Member (2018)
- Angelo and Allan Hall Financial Planning Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd, AFSL 230323
What you may not know about AngeloAngelo spent three years as a Toastmaster member where he would spend that time public speaking in a front of fellow toastmaster members.
ContactPhone: +61 2 8978 3770 Email: [email protected]
Allan Hall: Multi-award winning firm
Allan Hall Business Advisors continues to impress with individual, network and firm-wide awards and accolades, with our latest nomination as winner of the Client Choice Awards 2020, Women in Finance Awards 2019 and HR Manager of the Year 2019. For further details and a full list of our recent awards, click below.Read more
Global alliance focused on business excellence
Together as One. Allan Hall Business Advisors is a Member of the Alliott Global Alliance of independent professional firms.
The Alliott Global Alliance is a growing alliance group of 180+ accounting and law firms in across 80+ countries globally. As part of this group, we can connect with like-minded members of Alliott Global Alliance in other jurisdictions to support and advise our clients who are wishing to explore and develop business opportunities both locally and internationally.Read more