CFP® | Financial Adviser
Authorised Representative of BG Wealth Management Pty Ltd
CERTIFIED FINANCIAL PLANNER®
Master of Financial Planning
Registered Member of Tax Practitioners Board (TPB)
“Through personal life experiences and helping clients along their journey, I’ve found taking an interest in your financial situation is the first step in building something better for you and your family to enjoy. I feel a great privilege to be included by my clients to help them with formalising their plans.”
Adrian has been providing financial advice since 2010; initially earnings his stripes with an Industry Fund, then working with a top 4 bank and then continuing with an accounting practice in Country Victoria.
Adrian has been providing advice to young clients starting their financial journey; helping them save towards a first home and putting suitable insurance in place. He also specialises in retirement planning with strategies around Superannuation and maximising Centrelink benefits. Adrian is also accredited to provide advice with Aged Care needs.
Adrian is well respected by his peers and been acknowledged for building trust with his clients. He continues to build on his knowledge even after completing his Masters of Financial Planning and achieving CERTIFIED FINANCIAL PLANNER® status.
Out of the office, Adrian spends time enjoying sport, socialising with friends while taking road trips. He continues to travel, each year exploring another part of the world.