Adam started in the finance industry in 1997 and worked for a range of large financial institutions before becoming a Financial Adviser in 2004, this allows him to understand and balance your personal needs with the need for best outcomes.
With clients in New South Wales, South Australia, Victoria, Queensland and the ACT.
The experience and qualifications gained from his education and financial services background assist him to develop a broad knowledge of all disciplines of financial sectors including Superannuation, Debt Management, Tax Planning, Estate Planning, Personal Insurance, Cash Flow Analysis and Investment Advice. This leaves him in a good position to give advice across all situations, also provide tailor made financial advice across all asset classes and answers all your questions.
Adam has completed and obtained various certificates in the financial service industry including PS146, Advanced Diploma of financial services (planning). He furthers his studies and knowledge by regularly attending seminars, professional development days and technical workshops or industry days to keep up with the ever changing laws around superannuation, taxation, SMSF’s, aged care and investments.
Affiliations
Bluewater Financial Advisors ABN 99 153 118 533
Financial Planning Association, Australian Financial Services Licence No. 411846