Director
Adam is an experienced SMSF advisor with a demonstrated history of working in the areas of strategic wealth management and the accounting industry.
Specialising in SMSF advice and compliance, Adam has assisted superannuants in achieving their goals and objectives for over 16 years. Adam can balance technical aspects with practical application and thrives on seeing strategic initiatives translate into better outcomes for clients.
Areas of specialty include:
- Self-managed superannuation fund administration and strategies;
- Retirement planning and strategies;
- Taxation planning;
- Tax disputes and resolution;
- Personal advice; and
- Estate Planning.
Adam is also a member of CPA Australia, is registered with the tax practitioner board and is an authorised representative of Complete Latitude (AFSL holder).