With a background as an insurance specialist, Adam has been advising clients since 1990. He has built a strong reputation for professional advice and a genuine care to understand what is important to clients so they achieve the best possible outcome.
Adam is focussed on helping individuals and business owners with insurance funding solutions, estate planning and business & farming succession. He is just as content to address the simple issues as well as complex business structures as he understands that getting the funding and estate plans right is critically important no matter what stage you are in life.
Adam is passionate about sharing his knowledge and he offers clients informed and empowered strategies to help them feel they can make sound decisions about their future.
Adam continues to invest in his growth as a professional and has actively been involved in the Association of Financial Advisers (AFA):
· Adviser of the Year Award 2008, based on best practice and contribution to the industry and community
· National Chairperson for Education, 2010 – 2012
· Vice President, 2010 – 2012
He has strong links to the Disability community providing estate planning for families who have a child with a disability and is a current Board Director for Nulsen Disability Services.
When Adam is not working he enjoys spending time keeping active with his family, fishing, boating and camping and enjoys watching Rugby, AFL and Cricket.