Adam Walkom
Founding Partner
About Adam
Adam has worked on the front-line of financial markets for more than twenty five years, and in that time, he has gained a deep understanding of how they work, combined with the ability to explain them in a language anyone can understand.
Adam typically works with professionals in the financial sector, management consultants and entrepreneurs. As someone whose career has covered all three of those professions, he has first-hand experience of the unique financial challenges of clients working in those sectors.
His previous experience is at firms such as McKinsey & Company, UBS and BNP Paribas, before he moved into financial planning and launched his own firm in 2014.
Qualifications
- DipPFS (Diploma in Regulated Financial Planning)
- CertPFS (DM) (Certificate in Discretionary Investment Management)
Education
- Melbourne Business School: Master of Business Administration, Finance and Financial Management Services
- The University of Melbourne: Bachelor of Commerce
Experience
- 20 years spent working in financial services
- Previously worked at McKinsey & Company, UBS and BNP Paribas
Important information
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