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Adam Bolton B.Comm Grad Dip FP SA(FIN)
Authorised Representative No. 303240
Pario Financial Management Pty Ltd trading as
Pario Financial Management
Corporate Authorised Representative No. 312076
of Camwal Ltd trading as Cameron Walshe ABN 12 003 359 251
Australian Financial Services Licence No. 243381
Suite 4, 29 Hood Street
Subiaco WA 6008
Phone: 08 9382 3111
Fax: 08 9382 3544
Email: abolton@pario.net.au


Financial Planning

Adam Bolton is an Authorised Representative of Cameron Walshe and is authorised to provide you with advice in the following areas:

  • Deposit Products
  • Life Products
  • Interests in Managed Investment Schemes
  • Superannuation

Adam specialises in the following areas of financial planning:

  • Managed Investments
  • Superannuation, Rollovers and Pensions
  • Investment Portfolio Construction
  • Ongoing Portfolio Review
  • Estate Planning
  • Gearing Strategies
  • Taxation Strategies

Education
Bachelor of Commerce
Diploma of Financial Planning

Memberships
Financial Services Institute of Australasia (Senior Associate)

Experience
Adam became an Authorised Representative of Cameron Walshe in 2008 having previously worked at PKF Financial Services (WA) Pty Ltd and JDV Ltd, a major online share trading and managed equities platform service provider. He has, during this time, developed a comprehensive understanding of investment markets and strategies to meet client needs.

Adam manages a diversified client base and has a depth of knowledge and experience in working with clients to develop strategies that match their risk profile and achieve their financial goals and objectives.

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