"Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation."
Adam has worked in the financial services industry since 1992. Prior to joining Morgans, Adam spent over 12 years with the WHK group where he held a number of adviser, leadership and senior management roles. Adam has extensive experience, skills and knowledge to assist clients with a broad range of strategic, investment and financial planning issues.
Services and specialities
- Financial Planning
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Adam uses his technical financial planning background to advise clients with the view to managing and growing their wealth. He emphasises the importance of asset allocation and investment selection to the investment management process. Adam specialises in direct shares, property trusts, listed fixed interest and boutique managed investments for individuals, self managed superannuation funds and companies.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Deakin University, 1991
- Graduate Diploma of Applied Finance & Investment, FINSIA, 1996
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am an authorised representative of Morgans Financial Limited and a partner of Morgans Domain. I am a partner of Argyle Wealth Management Pty Ltd which operates the business of Morgans Domain. As a shareholder of Argyle Wealth Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Argyle Wealth Management Pty Ltd, I am remunerated by way of salary and will be entitled to a share of profits.