Adam entered Financial Planning in 1986 and joined Bartons as a director in 2010. Prior to this, he was a director of a number of financial planning practices including Moore Stephens Financial Services Adelaide.
With twenty years of experience in financial planning – more than half of that time in collaboration with chartered accountants – Adam is well experienced in the implementation and servicing of finance and risk management plans. A Certified Financial Planner (CFP®) and member of the Financial Planning Association of Australia Ltd, Adam’s main focus is on providing planning advice to medical and professional clients, working closely with the accounting division of Bartons to co-ordinate their financial planning needs in a strategic, integrated manner.
Adam provides advice in the following areas:
- Risk management – life insurance, trauma & permanent disability, business expenses, income protection, key person and business succession
- Financial planning & investment advice
- Superannuation & retirement income
- Investment and direct equities
Adam is married to Naomi and has three school-age children. He is an enthusiastic world traveler, enjoys skiing, food and wine and bushwalking with his family.
Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557