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 is accredited as a Certified Financial Planner (CFP) and Aged Care Professional.

 

With over a decade of experience under his belt at SWA working with a diverse range of clients, Adrian’s responsibilities include the preparation of tailored comprehensive financial plans for new and existing clients, performing Annual Client Reviews, executing share and investment transactions and the handling of superannuation, tax, social security and aged care related matters for our existing client base.

 

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.