Adrian Johnson


Financial Planner &
Founding Partner

About Adrian

Adrian has spent over thirty years in the financial sector, working in a variety of roles across investment management, consulting and executive leadership. He leverages his knowledge of the financial system’s complexities to help clients navigate decisions with confidence and build strategies that support their long-term goals.

Alongside his direct work with clients, Adrian distils technical financial concepts into clear, practical advice through regular blogs. His recent pieces, “Three Principles Every Investor Should Follow” and “Mathematically, NOW is always the best time to start a Financial Plan”, reflect his skill in explaining challenging topics in a clear and accessible way. Adrian also hosts a podcast, Talk to My Lawyer, which explores the mindset and decision-making of high-performing professionals, giving him a deeper understanding of the pressures and ambitions that shape his clients’ financial lives.

Since transitioning into financial planning in 2017, Adrian has worked closely with a wide range of professionals, from lawyers and consultants to business owners and executives, helping them navigate key decisions around wealth, risk and legacy. His time spent inside the financial system means he can offer clients not only clarity, but context: an understanding of why things work the way they do and how to plan accordingly.

Adrian’s strategic background, technical expertise and approachable manner, makes him a trusted adviser to professionals who want thoughtful, independent financial guidance tailored to their unique circumstances.

Qualifications

  • DipPFS (Diploma in Regulated Financial Planning)
  • CertPFS (DM) (Certificate in Discretionary Investment Management)
  • IMC (Investment Management Certificate)

Education

  • The University of Chicago Booth School of Business: MBA (Honors), Concentration in Finance
  • The University of Melbourne: Bachelor of Commerce

Experience

  • 30 years spent working in financial services
  • Previously worked at Duff & Phelps, BlueGold Capital Management and Thames River Capital
Permanent Wealth Partners
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