Adam has been working in the financial planning industry since 2007. He prides himself on building strong relationships with his clients to offer the personalised advice they need to achieve their lifestyle goals.
Adam is committed to educating his clients to ensure they, and their families, are able to own their financial future and understand their choices.
Adam has a Bachelor of Commerce, an Advanced Diploma of Financial Services and is a member of the Financial Planning Association (FPA®) and has also successfully completed the Financial Adviser Exam and met the FASEA education standards for financial advisers.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.