Adam is an Adviser and Partner at Koda Capital and has worked in the wealth management and financial services industry since 2013.
Adam provides comprehensive advice solutions to clients across a range of areas including investment and portfolio management, tax planning, executive share schemes, business advice, structuring and asset protection.
Adam is the trusted adviser to clients with a variety of backgrounds such as medical specialists, business owners, company executives, retirees and other professionals. Adam’s focus is on building a personalised and long term relationship with each of his clients and their families.
Adam’s qualifications include a Bachelor of Commerce (Finance and Banking), a Master of Financial Planning and he is also a Financial Planner AFP member of the Financial Planning Association of Australia.
Adam is part of the Koda Capital WA team (previously Redwood Wealth Alliance).