Adam has over 7 years’ of financial services and investment experience, researching and evaluating securities and investments across a wide range of assets classes. He is involved in client portfolio construction and managing the Apt Wealth Partners Model Portfolios and Separately Managed Accounts. Adam’s academic qualifications include a double degree, Bachelor of Laws with a Bachelor of Commerce – Corporate Finance from the University of Adelaide as well as a Diploma in Financial Planning.
More Info
Location: sydney
