Vicki Adams

Financial Planning Director at Saward Dawson
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU
Skills

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Credentials

  • Senior Wealth Adviser
    Count Financial
    Jan, 2008
    - Nov, 2024
  • Certified Financial Planner (CFP®)
    Financial Planning Association of Australia
    Jun, 2003
    - Nov, 2024
  • Chartered Accountant (CA)
    Chartered Accountants Australia and New Zealand
    Jan, 1998
    - Nov, 2024
  • Certified Practising Accountant (CPA)
    CPA Australia
    Jul, 1995
    - Nov, 2024

Experience

  • Saward Dawson
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Financial Planning Director
      • Jun 2001 - Present

      I enjoy working with people in assessing their current financial situation, listening to their financial and lifestyle goals and developing and implementing appropriate financial strategies aimed at achieving these. I work closely with a team of staff to provide financial advice which is tailored specifically to our clients' individual needs. Maintaining a respectful and supportive relationship with my clients is something I value very highly. My sector experience and specialisation includes:- Superannuation and retirement planning- Investment advisory services- Self-managed superannuation funds (SMSF’s)- Comprehensive Aged Care assistance- Women and financial planning I also assist clients with life insurances and lending solutions.At Saward Dawson, enhancing and protecting your wealth is our goal. As Chartered Accountants, we can design tax-effective financial strategies to ensure tax-effective outcomes and solutions. (Please note that taxation and accounting services provided via Saward Dawson Chartered Accountants are not endorsed nor the responsibility of Count Financial Ltd.) Show less

    • Superannuation Manager
      • Sep 1997 - Jun 2008

      SMSF specialist; managing the accounting and administration, with an increasing focus on strategic financial planning for SMSF's, pension and retirement strategies for members.

    • Audit Manager
      • Jan 1995 - Aug 1997

      Undertaking and overseeing audits of a number of organisations including not-for profit entities and superannuation funds.

  • Deakin University
    • Australia
    • Higher Education
    • 700 & Above Employee
    • Associate Lecturer
      • Jul 1993 - Jan 1995

      Accounting and financial accounting. Accounting and financial accounting.

  • Monash University
    • Australia
    • Higher Education
    • 700 & Above Employee
    • Senior Tutor
      • Jul 1991 - Jun 1993

      Accounting, financial accounting and auditing. Accounting, financial accounting and auditing.

Education

  • Monash University
    Bachelor of Business (Multidiscipline), Major in accounting, sub-majors in law and computing
    1989 - 1990
  • Lilydale High School

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