About Adam

Adam has been in the financial services industry for 15 years in client services, para-planning and financial advising. At the forefront of Adams experience has been dealing with people and will go above and beyond to help.  

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 present)
Tax Practitioner Board (2016 to present) - 25383666 / 25995980
Australian Securities and Investments Commission (2011 to present) - 000409285

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