Established in 1948, Adrians is one of Australia’s leading Advisory, Tax & Wealth Management firms. The firm has specialised in providing bespoke advice to generations of successful businesses and individuals. Privately owned by its Partners, it also holds its own Australian Financial Services License (AFSL) under it’s Private Wealth & Asset Management arm - Adrians Wealth Management Pty Ltd.
I have more than 18 years of experience providing advice to senior executives, small business owners and retirees. I have been with Adrians Private Wealth for 3 years joining the business to start the Private Wealth division of the firm and to further my work in in helping clients reach their goals. During my time in the finance sector, I have assisted many clients navigate through growing their personal and business wealth and transition into retirement.
Areas of expertise:
- Generating Wealth
- Estate Planning and Wealth Protection
- Retirement Advice
- SMSF Advice
Education and Qualifications:
- Bachelor of Commerce, Banking Finance and Risk Management (Griffith University)
- Master of Financial Planning (Griffith University)
- CERTIFIED FINANCIAL PLANNER ®
- Kaplan Certificate in Self-Managed Superannuation ™
- Kaplan Certificate in Margin Lending and Geared Investments
- Specialist Member of the SMSF Associated
- Member of the FPA
- Registered Tax (Financial) Adviser
David has been my adviser for more than 10 years. His pleasant manner has made communication easy. Nothing has ever been a problem for him no matter how minor my request or question. David is very knowledgable and up to date with recent trends. He has relieved me of any stress regarding my finances as he demonstrates a high degree of competence. I am very grateful for David's expertise.
My husband & myself have always found David to be a very friendly, caring & extremely patient person. He takes time to explain & make sure that we understand the process of how & where he is investing our super. Each time after we have spoken to David, we feel happy & confident that our money is being managed well & every effort is being made to improve our finances.
David listens to financial goals and, using investment expertise, provides advice that best helps in achieving said goals. David successfully translates technical knowledge, explaining systems and processes in layman terms.
David has looked after our SMSF for many years since he first became licensed. He impressed us with his foresight & his attitude towards investment in general which matched ours. When faced with career decisions he took the decision to change his employer due to their policy changes regarding investment strategies. We gained confidence in him personally at that point & followed him on his professional journey. We could not be happier with David.
I found David to be very professional. He is personable and explained things in a manner that was easy to follow. All fees were made clear. He used initiative and addressed issues that I had not even considered. I would feel comfortable in recommending him.
- Adviser status Platinum
- Number of reviews 12
- First year providing advice 2003
- Years of experience 19
- Master of Financial Planning
Adrians Private Wealth60 Baxter St
Fortitude Valley, QLD 4006
- 8:30am – 5:00pm Monday – Friday
Adrians Wealth Management Pty Ltd