Adam has over 10 years’ experience in the financial planning industry, with over 8 years providing structured advice to clients. Prior to commencing Bolton Financial Services, Adam has worked in several different practices where he provided advice to a wide range of clients. These clients included new professionals, young families, wealth accumulators, Australian ex-pats, High Net Wealth individuals and Self-Managed Super Funds (to name a few).
With an eye for detail and ‘outside the box’ thinking, Adam assists clients in establishing comprehensive strategies and works closely with them to achieve their goals & objectives. Adam takes pride in delivering personal & professional service while providing an open channel of communication for clients to call upon as their circumstances change.