An experienced Investment Adviser, Portfolio Manager and Financial Planner with a demonstrated history of working with HNW clients in the financial services industry. Skilled in Investment Strategies, Investment Advisory, Portfolio Construction, Managed Funds, Direct Equities, Leadership and Management. Strong finance and investment professional graduated from UniSA & Kaplan Professional.
Adam's ability to verbalise his advice and have us understand the advice being provided was exceptional. His caring and calm mannerisms has as at ease that all is being managed professionally. His investment knowledge of underlying investments is exceptional. Have already highly recommended Adam to close family and friends.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
- Bachelor of Applied Finance
Canaccord Genuity Financial LimitedLevel 6, 26 Flinders St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Canaccord Genuity Financial Limited