Adam has over 20 year’s Financial Services experience across the Wealth Management Industry. He is responsible for both strategic and business leadership to all areas relating to Financial Advisory and Business Partnerships. Adam has extensive experience in the Wealth Management industry and has proven track record in leading people, performance as well as building results driven wealth businesses.
Adam holds Bachelor Degrees in both Economics (Banking & Finance), and a sub major in Law. In addition to this he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP), having completed the certification with Financial Planning Australia (FPA).