Adam’s goal is to provide clients with sound financial advice and make informed decisions, save time and assist with complexity. He provides holistic advice that can incorporate investments, superannuation and self-managed super funds (SMSF), retirement planning, family trust and company structures, salary sacrifice, corporate share plans, insurance, projections and goal tracking.
Bachelor of Business (Banking & Finance)
Graduate Diploma in Applied Finance, FINSIA/Kaplan
Diploma of Australian Taxation Law, Tax Institute Australia
Associate Financial Planner® (AFP®), Financial Planning Association
Registered Tax (Financial) Adviser, Tax Practitioners Board
Over 9 years experience in financial planning
Authorised Representative since 2012