Credentials
Bachelor of Economics
Diploma in Financial Planning
Self-managed super fund specialist advisor
Member Association of Independently Owned Financial Planners
Diploma in Financial Planning
Self-managed super fund specialist advisor
Member Association of Independently Owned Financial Planners
Adam’s practice is strongly focused on pre and post retirement planning with an emphasis on superannuation benefit planning as well as the delivery of retirement income streams, including maximisation of age pension benefits. And with the combined force of the Hales Douglass accounting team, he also ensures the most efficient taxation planning of clients’ investments. Adam also focuses on a vast array of proactive, wealth creation strategies for people of all ages before retirement.