Adrian Bateman
Associate Wealth Adviser, Private Wealth
Private Wealth
Executive Summary
Executive summary
Adrian is an Associate Wealth Adviser in BDO's Private Wealth team in Brisbane. He is committed to helping others and building long-lasting relationships to support his clients through all stages of life.
There is no one product that fits every circumstance, so Adrian works to understand his clients' needs and objectives, delivering tailored advice to achieve them. He also provides his clients options and clarity for better decision-making about building their overall financial position to achieve their goals.
Prior to joining BDO in 2021, Adrian served in the Australian Defence Force for over 12 years.
Expertise
- Holistic financial planning
- Superannuation and retirement planning
- Wealth protection and risk insurance
- Budgeting and cash flow
- Self-managed superannuation funds
Qualifications and affiliations
- Bachelor of Business and Finance
- Graduate Diploma in Financial Planning
- Member, Financial Advice Association Australia