About Me

With more than twenty years of experience in financial services, including superannuation administration, para-planning and financial advice, Adam is a specialist financial planner and director of Altitude Advisers. As a financial planner Adam loves helping people achieve their goals. His main focus is on assisting high income earners build wealth and for his high net wealth and retiree clients to preserve their assets and enjoy their well earned retirement. Adam was named Securitor Financial Planner of the Year in 2009 and he has lectured on Financial Planning at FINSIA and KAPLAN. Qualifications Bachelor of Commerce, University of Queensland Graduate Diploma of Financial Planning, Securities Institute (now FINSIA)CERTIFIED FINANCIAL PLANNER ®Certificate in Applied tax, Tax Institute of Australia

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Altitude Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®