Adam brings a uniquely diverse background to Wealth Made Easy, enriching his expertise with a blend of international experiences and a robust educational foundation. Growing up in Canada his journey took a significant turn when he immigrated to Australia in his twenties, embracing new opportunities and challenges. Adam's professional journey includes a decade-long stint in the bustling hub of Hong Kong, where he continued to grow his skills.
He holds a Bachelor of Business from the University of the Sunshine Coast, specializing in Financial Planning and Accounting. This academic background, coupled with his experience as a financial advisor, has equipped Adam with a comprehensive understanding of financial markets and products.
Adam is adept at navigating financial products and tailoring solutions to meet his clients' unique needs. His diverse background allows him to offer a global perspective, making him a valuable asset to clients seeking to achieve financial independence.
At Wealth Made Easy, Adam is committed to providing personalized service and flexible hours to accommodate his clients' busy schedules. His goal is to help clients achieve financial independence by guiding them through the intricacies of finance options.
Adam currently resides on the beautiful Sunshine Coast with his wife, two daughters, and their beloved Golden Retriever cross. An avid surfer and kite-surfer, he takes full advantage of the coastal lifestyle.
In addition to his financial expertise, Adam is also a licensed airline pilot with experience at two major international airlines, showcasing his diverse skill set and commitment to excellence.
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Matt Chapman
I have known Adam for over a decade, firstly in a professional capacity through aviation and our joint work as part of a professional association, and then as a valued friend. Adam brings professionalism, diligence, and attention to detail to everything he undertakes. He is deeply caring of others. That combined with his work ethic and the pride he takes in his work ensures that he represents the very best interests of anybody he is serving. His history in financial planning provides his customers with added value through an ability to provide a more holistic view than most mortgage brokers are able to offer. A mortgage broker that you can trust to work with over and over again is not easy to find. Adam is that type of mortgage broker.
Kim Damevin
I had a great experience working with Adam. He was helpful, understood my needs, and made the whole process smooth and stress-free. Adam provided valuable knowledge and options that fit perfectly. Highly recommend him for excellent service!
Specialties
Refinancing
First Home Owners
Commercial Lending
Small Business Lending
Memberships
FBAA
AFCA
Qualifications
Certificate IV - Finance and Mortgage Broking
Bachelor of Business
Management Studies Diploma
Languages
English