About Adam

About Adam

Adam has been in the financial services industry for 15 years in client services, para-planning and financial advising. Outside of work, Adam plays percussion with Darebin City Brass, is a member of the Carlton Football Club and likes getting away to clear his mind.

Education:

Bachelor of Business (Accounting) with Distinction (2007)
Graduate Diploma of Applied Finance (Financial Planning) (2010)
Certified Financial Planner course of study from the Financial Planning Association of Australia (2017)
Accredited Aged Care Professional (2019)
Ongoing Continual Professional Development

Professional Registrations:

Financial Planning Association of Australia (2011 to 2019) - 345139
Association of Independently Owned Financial Professionals (2019 to 2020) - 1044
Tax Practitioner Board (2016 to present) - 25383666 / 25995980
Australian Securities and Investments Commission (2011 to present) - 000409285
Financial Adviser Standards and Ethics Authority - FA892652

Experience:

2004 - 2011: Client Service Associate/Associate Advisor
2011 - 2012: Financial Planner
2012 - 2015: Para-Planner
2016 - 2019: Financial Planner
2019 - Current: Director/Financial Planner

General Advice Warning: The information contained within this web site is general advice only, prepared without taking into account any of your individual objectives, financial situation or personal circumstance. Before acting on the advice contained within, you should consider the appropriateness of the advice, having regard to your own individual objectives, financial position and personal circumstance. Should you wish to act, without receiving advice from advisor Adam Grigoropoulos, please obtain a Product Disclosure Statement relating to the products mentioned before making any decisions.

Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)

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