Adam Middlemis CFP®

About Me

Adam has been working in the financial services industry since 2007 and has a passion for ensuring that all of his clients have the best possible outcomes. As a Senior Financial Planner, Adam is able to provide expert advice across a broad range of client needs.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Strategem Investment Services Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®