Financial Planner Melbourne
(B.Comm – G.Dip FP – G Dip App Fin and Inv) SSA
Senior Financial Planner
Melbourne based Financial Planner
Adam is a senior financial adviser and wealth manager with a strong understanding of investment markets. At 18 years of age, he started learning about and investing in managed funds, with grandfather guidance. At 21, completed a Commerce degree at Monash. At 22, started trading shares and worked as a tax accountant. At 24, employed in funds management. At 25, graduated with Graduate Diploma’s in Financial Planning as well as Investment Management. At 26, started working as a financial adviser. At 29, won his employer a $40,000 grant for a portfolio investment management service. At 35, set up his own Self Managed Super Fund. So today, at 40 years of age, Adam brings a wealth of knowledge, experience and financial success for his clients.
Not all Financial advisers are the same. Their qualifications, their experience, their expertise, their knowledge, their services, their advice biases, their honesty and transparency can all differ significantly. Adam provides financial advice that is well qualified, flexible, independent, tailored, honest, collaborative, pro-active and value adding.