As leader of the Financial Planning team, Adam loves helping people achieve their goals. His main focus is on assisting high income earners build wealth and for his high net wealth and retiree clients to preserve their assets and enjoy their well earned retirement.
Bachelor of Commerce, University of Queensland
Graduate Diploma of Financial Planning, Securities Institute (now FINSIA)
CERTIFIED FINANCIAL PLANNER®, Financial Planning Association
Certificate in Applied Tax, Tax Institute of Australia
Assisting clients with their financial planning needs since 1999
Authorised representative (Financial Adviser) since 2000
Director/Partner of Accounting and Financial Planning firms since 2007