Adam Sullivan

Adam is a dedicated Senior Financial Advisor with over 15 years in the financial services industry. He holds a Bachelor of Economics, Bachelor of Commerce, Advanced Diploma of Financial Planning and is accredited to advise Self-Managed Superannuation Funds (SMSFs).

Adam is committed to providing tailored strategies to help families and individuals to ensure the optimisation and protection of wealth and, when the time comes, its transfer to the next generation.

Essential to tailored strategies, Adam takes a holistic approach to financial advice, considering all aspects of his clients’ financial situations to deliver comprehensive and effective solutions.