About Me

Authorised Representative 312382.



OfficePhotos019.jpg - large

Adam has over seventeen years of financial planning experience and brings a strong technical aspect to the practice. The ability to work with both older and younger clients on strategies around retirement, wealth creation and wealth protection brings an even spread of advice to the practice. It also ensures a great future for the business and clients alike.


After completing an Engineering Technology degree Adam worked in an engineering sales company for several years before undertaking studies to attain the qualifications to become a financial adviser. Always looking to advance himself Adam has also managed to complete Officer training within the Australian Army Reserve.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Bee Financial Pty Ltd