Adelaide Financial Advisors & Wealth Management Experts
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People

“Experienced, friendly and professional.”

Our Advice Team

As a minimum, our advisors have a tertiary education in a relevant financial discipline, reflecting our commitment to providing professional, easy to understand advice. We will listen to your goals and provide thoughtful, sensible solutions, to help your financial dreams become a reality.

We offer unique solutions to life’s challenging issues and pride ourselves on our problem solving abilities.

At Humble Goode Financial we know that finding the right adviser to guide you through your financial journey is a choice not to be taken lightly. That’s why we offer a no cost initial consultation, to see if we are the right fit for you.

Book an appointment NOW ▸

 

Our Directors

 
 
 
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Director

Victor Vu

Victor is an Authorised Representative of Humble Goode Financial. He has over 16 years’ experience working in the Financial Services Industry & over 14 Years of Financial Advice planning experience. His areas of expertise are Tax structuring, Super SA and Federal Government Super Schemes, Business Advice and Direct Equity Portfolios. Outside the office Victor likes to work on his vintage Datsun and spend time with his growing children.

Remunerated by salary.

 

Education

University of Adelaide
Bachelor of Finance

Financial Planning Assoc. of Australia
Certified Financial Planner - CFP

Affiliations

Financial Planning Association of Australia (FPA)

Association of Independently Owned Financial Professionals (AIOFP)

Tax Practitioners Board - Registered Tax (Financial) Adviser

 

 
 
 
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Director

Adam Kerr

Adam Kerr is an Authorised Representative of Humble Goode Financial. He has over 9 years’ experience working in the Financial Services Industry and over 9 Years of Financial Advice planning experience. His areas of expertise are Estate Planning, Self Managed Superannuation, Trust and Company Establishment and Aged Care planning. Outside the office Adam likes to play baseball and go on adventures with his wife and newly born son.

Remunerated by salary.

 

Education

Flinders University
Bachelor of Laws and Legal Practice

Flinders University
Bachelor of Commerce (Finance)

AIOFP - Cerfitied Financial Strategist

Affiliations

Association of Independently Owned Financial Professionals (AIOFP)

Tax Practitioners Board - Registered Tax (Financial) Adviser

Tax & Super Australia (TAI PAL) - Member