Adrian joined SWA Financial Planning in 2012 after attaining degrees in Law & Commerce (Financial Planning) at the University of Wollongong in 2010 and his Graduate Diploma in Legal Practice in 2011. Adrian continued his studies while at SWA and was accredited in 2019 as a Certified Financial Planner (CFP).

 

With a number of years of experience under his belt, Adrian’s responsibilities include the handling of superannuation, tax and Centrelink related enquiries as well as the preparation of Annual Reviews and tailored comprehensive financial plans for new and existing clients.

 

Adrian is someone who has always sought to help and assist others. This has been a positive trait for Adrian as he enjoys meeting clients face to face to discuss their financial position or to run through changes to their circumstances.