SPECIALISATION
IN THEIR OWN WORDS
Adam has over 25 years of experience in financial advice, with a strong background in helping clients build and protect their wealth. He has spent the past 10 years in private practice at Ivy Wealth and previously held the role of Senior Financial Planner at Commonwealth Financial Planning.
Adam’s expertise spans retirement planning, social security, wealth accumulation (including superannuation), personal insurance, and investment advice. He takes a highly analytical approach to financial planning, focusing on helping clients understand complex financial matters in a clear, practical, and relatable way.
Outside of his professional life, Adam is a father of three and enjoys supporting his children through their various sports and activities. He is also committed to maintaining an active lifestyle, regularly training at the gym and competing as a cyclist across road, track, gravel and mountain biking disciplines. Adam is a qualified cycling Commissaire.
He is also an active member of the profession, serving as a Committee Member of the Financial Advice Association of Australia (FAAA) Tasmanian Chapter.
Qualifications and Memberships
- Bachelor of Economics
- Diploma of Financial Planning
- Certified Financial Planner (CFP®)
- Member of the Financial Advice Association of Australia (FAAA)
SPECIALISATION
Advice
Planning