About Adam
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 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)
Financial Adviser Standards and Ethics Authority Examination (2020)
Ethics and Professionalism in Financial Advice (2020)
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
Contribution to industry:
2018: Correspondence to Minister O'Dwyer regarding disclosure requirements.
2019: Correspondence to Minister Robert regarding disclosure requirements.
2019: Correspondence to Minister Hume regarding mental health challenges within the financial planning industry.
2020: Correspondence and discussions with Treasury regarding the financial planning industry.
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)
Financial Adviser Standards and Ethics Authority Examination (2020)
Ethics and Professionalism in Financial Advice (2020)
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
Contribution to industry:
2018: Correspondence to Minister O'Dwyer regarding disclosure requirements.
2019: Correspondence to Minister Robert regarding disclosure requirements.
2019: Correspondence to Minister Hume regarding mental health challenges within the financial planning industry.
2020: Correspondence and discussions with Treasury regarding the financial planning industry.