He completed a Bachelor of Arts majoring in English and History through the University of New England before entering the financial services industry in 2012 as a Client Service Manager within his family’s long-established financial planning business. This experience shaped his strong belief in the value of trust-based, long-term client relationships.
In 2015, Adam joined Invest Blue (now Ironbark) to help establish and grow the Tamworth team, which now services approximately 400 clients across the Central North, Central West, and Upper Hunter regions. He holds a Diploma, Advanced Diploma, and Graduate Diploma of Financial Planning, along with FASEA qualifications, and specialises in SMSFs, retirement strategies, cashflow and debt management, superannuation, and tax minimisation.
Outside of work, Adam enjoys spending time with his wife Millie and their three children, Freddie, Viv, and Valerie. He is an avid sports enthusiast and enjoys time on his family farm near Tamworth.
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Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.
LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.