About Adam
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Adam is the Director and Financial Planner of ACG Financial Planning Pty Ltd. He has been in the financial planning industry for 16 years gaining much experience in the areas of financial advice, as well as working in a variety of businesses. Adam believes that financial advice should not be "sold". It should also be accessible by everyone.
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 |