- About Us
Adam has been a qualified Financial Planner since 2004 and has over 10 years’ experience in financial services, including financial advising, tax accounting, audit and funds management.
Adam has various qualifications and accreditations, including a Bachelor of Commerce degree from Monash University, post-graduate diplomas in Financial Planning as well as Applied Finance & Investment, completed through the Securities Institute of Australia (now Finsia).
Adam also has Self Managed Superannuation Specialist Accreditation with S.P.A.A. that complements his involvement with structuring, advising, consulting and managing client Self Managed Superannuation Funds.
Adam’s clientele is biased towards young “30 something” wealth accumulators enthused about pro-actively growing their wealth, “40 somethings” needing family financial guidance in the areas of; personal insurances, superannuation, cash flow and debt management. The retirement space is also a demographic that Adam works with closely to create and protect superannuation investment wealth for the duration of client retirement.
Researching, strategising and “optimising financial outcomes” for clients, consumes a large part of Adam’s time in the office. Adam see’s himself as a financial consultant and coach – working for the financial benefit of his clients.
Contact Adam: email@example.com