Senior Adviser
CFP® qualification.
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Science (Biotechnology)
Bachelor of Business
‘My focus is working together with clients to help them construct their own personalised financial plan.’
Adam’s extensive experience in financial planning means he can help his clients achieve their goals by growing their investments, protecting their wealth, and managing their financial futures.
With over 10 years experience, Adam is one of the First Financial success stories…a graduate of the unique planner training programme they have become known for.
“I’m a people person … I get great energy from talking to, and helping people.”
Adam values a good sense of humour, as well as establishing and maintaining long term relationships with clients.
“I have worked and studied hard over the past 10 years building a career in financial planning.
I enjoy the opportunities and security that the financial planning industry provides me.”
“The industry / role is never stale – the rules around Super and tax are forever changing so there is always an opportunity to educate and advise new and existing clients. As advisers, we have the ability to make a substantial difference in people’s lives. Helping people achieve their lifestyle objectives like holidays and retirement is a great feeling.”
Adam loves the friendly and supportive work environment at First financial, and says he’s given every opportunity to progress his career.
“And having worked here since 2008, there are quite a few people who work at First Financial who I consider some of my closest friends.”
Adam has always known he’d work within the financial sector, despite wanting to be a pilot briefly when he was younger.
“I had a keen interest in finance and accounting subjects in school and at university. I wanted to embark on a career that utilised the knowledge I obtained during my studies whilst allowing me to engage with and assist clients who value my expertise.”
Naturally positive and a keen AFL player, Adam also loves travel, although he wishes he could reduce the travel time from Australia to the rest of the world.
Don’t we all!
Advisor Financial Services Guide
