Adam has been a financial planner since 1988. He is currently the principal of SkeggsGoldstien a specialist financial planning practice located in Windsor and North Parramatta. Adam's role at SkeggsGoldstien is to provide advice on strategic financial outcomes, Self Managed Superannuation Funds (SMSF) and to project manage the involvement of all the required professionals and services so that our clients' affairs are put in order.

Adam revels in the challenge of implementing strategic plans to meet the financial needs of his clients. In the process, he enjoys developing a strong and lasting relationship with his clients through on-going review services.

Adam's approach to financial planning is a little different to other financial planning practices:

Firstly, Adam is advice and strategy focused rather than product focused. For this reason Adam is able to provide unbiased fee-based advice.

Secondly, Adam's services and fees are scheduled to build long-term relationships, built and measured by our client's success.

Adam's views and his financial planning process led him to specialize in Self Managed Superannuation Funds (SMSF) in 1998 where he commenced the only industry recognised course provided through the Strategist Group, and in 2003 became a founding member of the Self Managed Superannuation Fund Professionals' Association (SPAA).

Adam is currently one of 150 advisors who have received Self Managed Superannuation Funds Specialist Adviser (SSA) accreditation and in doing so has demonstrated a commitment to professional development, education, and specialisation in this growing field.

Qualifications

• Diploma Financial Planning (Deakin University)
• Certified Financial Planner (CFP)
• Justice of the Peace
• Member of the Financial Planning Association of Australia Ltd
• Founding member of the SMSF Professionals' Association (SPAA)
• SMSF Specialist Advisor (SSA)

"Empowerment Through Strategic Advice"