Adam (CGS 1977-82) has some twenty five years’ experience, with most recently being admitted to the ASIC Financial Advisor register.
As a multi-faceted expert in the financial services profession, with experience across Australian and Global capital markets, Adam particularly enjoys working closely with clients to establish strategies which help them to exceed their short, medium and longer term goals.
Adam strives to offer the most up-to-date and relevant advice possible, underpinned by ongoing studies, external professional development initiatives and rigorous in-house continuous improvement programs. Clients warm quickly to Adam’s ability to ‘talk their language’, a skill which endears him to the cross section of the firms stakeholders.
Recognised for his integrity, finance acumen and results-driven work ethic, Adam remains determined to provide clients with effective and feasible solutions, custom-tailored to meet, and where possible exceed their needs and objectives.