Adam, a Certified Financial Planner®, commenced his career in 2005 with a full-service advisory practice in Melbourne, where he spent over 8 years progressing to a senior client adviser and shareholder.
His goal, prior to studying Accounting and Economics at University, was to enter the financial planning industry with a genuine desire to work closely with clients in helping define their most important goals. This then sets in motion a structured financial plan aimed at seeing those goals come to fruition via the implementation and management of sound financial strategies. Adam commenced BlueRock Private Wealth and BlueRock Protect in 2014, after having worked closely with Accounting and Law teams over an extended period, to help expand BlueRock’s holistic and integrated professional services offering for business owners and complex family clients. Outside the office, Adam can typically be found fishing, often with members of the BlueRock team or clients.
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