Vicki AdamsDirector - Financial Planning
Bachelor of Business
Member of the Institute of Chartered Accountants
Authorised Representative – Count Financial Limited
Count Female Excellence in Advice 2014 Award winner
Senior Wealth Adviser – Count Financial Limited
CERTIFIED FINANCIAL PLANNER® professional
Vicki’s goal is simply to guide and journey with her clients through strategies and investment advice to assist in giving them control over their financial future. Vicki is a Chartered Accountant with financial planning, has SMSF specialisations and is a licensed financial adviser of Count Financial Ltd. She offers tax-effective financial and investment advice with ongoing support to individuals and self-managed superannuation funds alike.
Vicki enjoys working with clients in assessing their current financial situation, listening to their financial and lifestyle goals and developing and implementing appropriate strategies aimed at achieving these.
Her qualifications and experience provide a wealth of technical expertise. Vicki takes a leading role in financial planning training and development for all Saward Dawson staff.
When not in the office
Visiting restaurants and coffee shops
Watching her talented sons play basketball and running them to games as often as required.
Vicki spends much of her time on weekends involved in her boys' sporting activities be that basketball, swimming, football etc. If she has time, she likes to visit the gym.
If there is time for pure relaxation and enjoyment, then she and her husband like to sip a quiet cappuccino or do some fine dining at many of the restaurants and wineries in the Yarra Valley or around the Dandenongs.
Favourite holiday destination: Just getting away
Vicki has no favourite destination. However, she thoroughly enjoyed the challenge of completing the Kokoda Track in 2012.