Adam is a Senior Financial Planner at CCA Financial Planners and one the core team members– he has brought a range of experience and skills to the CCA Financial Planners team when he joined in 2017. He has been working in the financial services industry for the past decade where he has worked for several large institutions such as CBA, NAB and ANZ along with smaller financial planning boutiques.
Adam holds a Bachelor of Business in Financial Risk Management and International Trade from Victoria University, Diploma of Financial Planning, Advanced Diploma of Financial Planning, Margin lending and SMSF Accreditation. He is also currently working towards becoming a Certified Financial Planner which he aims to accomplish by the end of 2022.
When meeting with clients Adam always prioritizes his clients needs and objectives and works with his clients to help them achieve their long term goals through smart strategies. Adam is one of key members of the team who has been working on our model investment portfolios. He specializes in wealth accumulation through super and non-super strategies, transition to retirement and retirement including social security.
He is a strong believer of CCA’s credo of Dream… Plan…… Do…….
Qualifications and specialties include:
- Bachelor of Financial Risk Management and International Trade
- Advanced Diploma in Financial Planning
- Risk Insurance Specialist
- Self Managed Super Fund Specialist
- Studying towards becoming a Certified Financial Planner