Search

About Me

After a career involving property valuation, financial analysis and operations management, Adam has been focusing on his career in financial advice. Adam has over 10 years' experience as a Financial Adviser. He has a background specialising in Western Australian government superannuation schemes (GESB, CSS, PSS etc) and in areas such as personal insurance, superannuation, retirement planning, cash flow and budget management, estate planning, taxation & salary packaging and debt minimisation strategies.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Integro Holdings (wa) Pty Ltd