The Financial Planning Association of Australia The Financial Planning Association of Australia

Adam Carmody, CFP®

Name Adam Carmody CFP®
Address 33 High Street
Glen Iris, VIC 3146
Phone 03 96867500

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. 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 investing.

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