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Adam Carmody | Director – Financial Planning

Adam

Adam Carmody is a director of Investors Direct Financial Planning. He holds an Australian Financial Services Licence (AFSL 385827) and a CFP (Certified Financial Planner) qualification which is the highest practitioner level for membership in the Financial Planning Association of Australia.

Adam also has a Diploma of Financial Planning through Deakin University; an Executive Certificate in Management; a Graduate Diploma in Accounting through Monash University; a Certificate IV in Training and Assessment through HBA and a Certificate IV in Mortgage Broking from AAMC.

Adam began his career in the Financial Planning Industry in 1999. Before joining Investors Direct in 2010, he worked at Shadforth Financial Services, Vanguard Investments Australia and the ANZ bank.

Adam sat as a member of the Financial Planning Association Chapter Committee for 2 years assisting the industry body with professional development and advisor training. He has also appeared as an expert advisor on financial planning on 3AW & ABC Radio, and in various property investment magazines and investment newsletters.

Unlike most Australian financial planners who tend to focus mainly on shares, Adam, being an active property investor himself, has as his main focus utilising the best financial management principles to help property investors become more strategic and disciplined in their approach towards property investing.

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • Investors Direct Property Management Pty Ltd (ABN: 59 153 184 859 ; Real Estate Licence:073458L)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)
  • Investors Direct Financial Services Pty Ltd ACN 608 410 591
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