- CERTIFIED FINANCIAL PLANNER®
- Diploma in Financial Planning
Asset protection is one of the key priorities for my clients and this is where good financial advice is invaluable. The right advice will enable you to adjust your financial strategy as the investment landscape changes, to protect your assets for you and your family’s future.
Adam joined StatePlus in 2008 and has worked in the finance industry for 14 years, including 12 years in financial planning. Prior to joining StatePlus, Adam was a senior financial planner for an industry based financial planning organisation. With a strong track record in all aspects of financial planning including wealth accumulation and retirement planning, Adam is highly experienced in working with clients to achieve their personal and financial objectives in varied market and economic conditions. Adam is married with two children and enjoys spending time with his family and friends, attending sporting events and working in the garden.