Experience

Adam has over 10 years experience in the financial planning industry, working in both financial planning and stockbroking firms. Adam’s career commenced with Godfrey Pembroke Financial Consultants in 1998, where he specialised in strategic planning advice. To extend his knowledge of direct equity investing, Adam joined UBS Private Clients in 2002, where he worked for two years, before moving to Citi Smith Barney in 2004. Adam joined the BDO Wealth Management team, as Senior Financial Adviser, in March 2008.