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Delivering tailored investment, retirement, and estate strategies with strong governance and long-term vision
With over 17 years of experience, Adam offers relationship-based wealth advisory services to high-net-worth families across Australia, delivering personalised guidance built on trust, strategic insight, and a long-term vision. With a deep understanding of complex financial landscapes, Adam provides tailored solutions in investment management, retirement planning, and estate structuring, ensuring each client’s financial journey is aligned with their values and goals. In addition to working with families, Adam advises not-for-profits and corporations, helping them strengthen investment governance and portfolio oversight. His approach ensures that financial strategies are not only sound and sustainable but also aligned with each organisation’s broader mission and impact objectives.
Authorisations
Financial advisers register - Moneysmart.gov.au
Adam Musolino can advise on the following product areas:
- Financial Product Advice
- Deposit and Payment Products
- Deposit and Payment Products - Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
Qualifications
- Bachelor of Applied Finance- UniSA
- Diploma of Financial Planning- Kaplan
- ASX Accredited Listed Product Adviser- Kaplan
- Self-Managed Super Fund Accredited- Kaplan