With extensive education in Finance and Commerce, as well as experience in paraplanning, Adam excels in his role of Associate Adviser at Coastal Advice Group.
For Adam, his approach is truly client-focused. “My primary aim is to deliver great outcomes for clients and to build supportive, genuine relationships built on trust.”
Adam has long been interested in finances, economic markets, and investments, which encouraged him to pursue a career in financial planning where he could utilise his interests and knowledge to help others reach their financial goals.
With empathy, reliability, and an open-minded approach, Adam is a great person to discuss challenges and aspirations with. These qualities drive him in his role as he trains to become a financial adviser.
“Financial advice is really about being there to provide guidance and certainty big life-changing decisions and stages in their life.”
As a born and bred Novocastrian, Adam is based out of our Newcastle office, NFPG, and supports our financial advisers to deliver success for every client.