Adept Financial Planning

Adept Financial Planning is a boutique Financial Advisory Firm, which is focused on providing professional Financial Planning advice.  We are dedicated to providing highly proficient and holistic financial advice to individuals and businesses. 

Glenn Baker, the Founder and Principal of Adept Financial Planning, is a Certified Financial Planner (CFP®), which is the highest professional designation for Financial Planners in Australia.  He holds a Bachelor of Commerce (double major in Accountancy and Finance), a Diploma of Financial Planning through Deakin University, and holds a Graduate Diploma of Divinity.  Glenn commenced Financial Planning in January 2005, and has worked in the Financial Advice industry since 1998.  He is a passionate advocate of the profession, and seeks to provide the highest, most professional service to his valued clients.  We are a small team who is absolutely committed to providing the highest client service. 

At Adept, we are small enough to provide you with individual, tailored advice; yet have access and resources to some of the biggest financial institutions in Australia to help deliver timely and valuable advice to our clients.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

 

Adept Financial Planning Pty Ltd

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