Adam Fin Email & Phone Number
Senior Wealth Management Advisor @ Burrell Stockbroking & Wealth Management
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Adam Fin Location
- Brisbane City, QLD, AU
Adam Fin Work
- 2024 -now Senior Wealth Management Advisor @
- 2023 -2024 Senior Financial Adviser and Investment Committee Member @
- 2023 -2023 Financial Adviser and Investment Committee consultant @ Profectus Financial Partners
- 2019 -2020 Master of Financial Planning @
- 2019 -2019 Head of Funds Management @ Store Invest Pty Ltd
- 2016 -2018 Group Executive - Health, Aged Care and Retirement Living @
- 2015 -2016 Retirement Division @
- 2014 -2015 Senior Consultant @ Industry Consultant - Real Estate
- 2008 -2014 Manager - Business Strategy and Investment Risk @
- 2006 -2008 Fund Manager - AREITs @ Orchard Funds Management
- 1996 -2006 Senior Equities Analyst and Fund Manager @ QIC Global Equities Division
- 1990 -1996 Equities @ BHP Super
- 1988 -1990 Equities Analyst @
- 1987 -1988 Investment Clerk @ Pru-Bache
Adam Fin Education
- Deakin University
Master of Financial Planning (Estate Planning; Superannuation; Investments; Law and FASEA Code of Conduct; Behavioural Finance.)
2019-2020 - FINSIA
Graduate Diploma in Finance & Investments (Capital Markets)
1991-1996 - Monash University
Bachelor of Business (Banking & Finance) (Banking, Corporate, Finance, and Securities Law)
1984-1987 - Caulfield Grammar School
Adam Fin Summary
- Adam Fin, based in Brisbane City, QLD, AU, is currently a Senior Wealth Management Advisor at Burrell Stockbroking & Wealth Management. Adam Fin brings experience from previous roles at Bennett & Co Financial Services Pty Ltd, Profectus Financial Partners, Deakin University and Store Invest Pty Ltd. Adam Fin holds a 2019 - 2020 Master of Financial Planning in Estate Planning; Superannuation; Investments; Law and FASEA Code of Conduct; Behavioural Finance. @ Deakin University. Adam Fin has 1 emails and 2 mobile phone numbers on RocketReach.
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