Managing Director & Responsible Manager
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 focused on helping individuals and business owners with insurance funding solutions, estate planning, business succession & farming succession and claims advocacy. 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. He also believes in being there when it matters most at claim time.
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 been actively involved in the industry:
- Adviser of the Year Award 2008, based on best practice and contribution to the industry and community
- AFA Board
- Insurer Boards
He has strong links to the Disability community providing estate planning for families who have a child with a disability and is a former Board Director for Nulsen Disability Services and a current sponsor of As We Are.
When Adam is not working he enjoys spending time keeping active with his family and dog, Harley, fishing and boating at Rottnest and enjoys watching AFL, Rugby and Cricket.
Luke has been in the financial planning industry since he graduated in 2011, finding early on in his career he was drawn towards helping others on the matters that could have the biggest impact on their lives.
After witnessing the benefits that appropriate planning can have in the realm of ‘succession’, Luke has naturally specialised in helping families and businesses put together strategies for what would happen if the unexpected was to occur.
Luke loves to understand what is important to clients and to build long term relationships with them – being there to help them as they progress through the ‘ages and stages’ of their life. Most of all, he prides himself on being there for them when it matters the most.
As a Certified Financial Planner® Luke has achieved the highest financial planning designation worldwide to go along with his Masters of Financial Planning and Bachelor of Commerce degrees. However, it’s not his qualifications or professionalism which set him apart, it is his genuine warmth and empathy which are on display every day.
A family man, Luke enjoys spending his time outside of work with his wife Molly and 2 year old son Charlie. Luke remains involved in cricket which is both a passion and former career of his (Luke previously represented Western Australia on 16 occasions). Luke also has links to the disability community with many varied roles in this sector – a contribution which he is looking to continue to build on in the years ahead.
Denise joined Succession Matters at the beginning of 2019, as our Client Services Manager. She has been involved in many areas of the financial planning industry, having worked in large insurance companies as well as smaller boutique financial planning businesses and has experienced the changes and challenges over this time.
Denise is passionate about providing the best possible experience for our clients and strives to ensure our processes will deliver this outcome.
Denise is a keen traveller and loves exploring new places and having adventures. Her weekends are often spent camping around our beautiful state, enjoying a local wine. She also enjoys hiking, walking and attends Zumba classes twice a week.
Chelcie has been working in the Financial Services industry for just under 5 years. She has worked in various administrative and client service roles covering many aspects of Financial Planning including Superannuation, Investments, Estate Planning and Insurance.
She has a strong passion for providing the best possible client service and ensuring that everything runs smoothly in the background. When she isn’t in the office, Chelcie often spends her time along the beautiful coast lines that Perth has to offer with a coffee in hand and energetic pup by her side.
Coralie has three years experience in the financial services industry, working in small financial planning practices. She has a wealth of knowledge around insurance and understands the importance of how insurance can benefit every person in their time of need. Coralie is passionate in providing the best service she can to all clients.
Coralie enjoys spending time with family and friends on the weekends and is a keen gamer with many hours spent on her computer playing online games with her friends.