Specialist Areas
Professional Qualifications
- Bachelor of Commerce (Economics and Finance) – Deakin University
- Graduate Duploma of Financial Planning
Experience
Adam is a qualified Financial Adviser with experience in financial planning, client strategy and paraplanning across reputable advice firms in Newcastle. His experience spans the full financial advice process, from client engagement and administration through to developing comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs) aligned with each client’s goals and circumstances.
Adam is passionate about providing purpose-driven financial advice that helps clients make informed decisions and work towards their financial goals. With a client-first approach, he takes the time to understand each person’s circumstances and priorities before developing practical strategies designed to support their individual needs.
Holding a Bachelor of Commerce (Economics and Finance) and a Graduate Diploma of Financial Planning, Adam combines strong technical knowledge with extensive industry experience. He is committed to educating and supporting clients throughout their financial journey, helping them feel confident about the decisions they make.
As a proud Novocastrian, Adam values balance, connection and community. Outside of work, he spends as much time as possible in the ocean and the natural environment. He believes that staying connected to his local community and making time for the things that matter are important to living a fulfilled life — values that also shape his approach to providing holistic, personalised financial advice.
