With more than 25 years of experience in financial markets, Adam’s passion for investing began in his youth. His professional journey includes roles at esteemed organisations such as ANZ, Morgan Stanley, and Lincoln Indicators, an equities research house and fund manager.
Adam’s academic credentials include a double degree from Monash University, encompassing a Bachelor of Business (Accounting) and a Bachelor of Business (Banking & Finance), alongside a Graduate Diploma of Financial Services (Financial Planning) from Kaplan Professional.
Specialising in direct investment and strategic asset allocation, Adam caters to a select client base of high net worth individuals, trusts, family offices, and superannuation funds. He emphasises the precise alignment of investment recommendations with client objectives, implementing ongoing portfolio reviews and strategic adjustments to adapt to evolving client needs.
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