Adrian is a highly experienced investment professional, bringing more than 25 years of deep engagement in investment markets, complemented by six years of experience as an Insolvency Accountant. He expertly manages personal wealth and superannuation for high net worth investors, professionals, and clients who value structure, dedicated attention, and high-quality financial advice.
He is passionate about guiding clients to capitalise on compelling domestic and global thematic investment opportunities. He strongly believes in empowering clients to actively manage their superannuation, whether through employer-sponsored funds or self-managed super funds (SMSFs), and meticulously tailors investment strategies to align precisely with their unique financial needs and risk tolerances.
Adrian’s broad expertise encompasses Australian and international equities, bonds, and fixed interest, alongside his skill in collaborating with top-performing fund managers and navigating alternative investments. He also possesses a high level of skill in stockbroking and providing insightful fund management guidance.
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