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Adam is a Financial Adviser with Ethical Investment Services in Melbourne and enjoys working with clients to develop investment portfolios that reflect their personal and ethical values. He is currently a panel member on RIAA’s Policy and Advocacy Technical Experts Panel and a member of the Ethical Advisers Cooperative where he is a member of the Policy and Advocacy working group. He is also board member of Market Forces Ltd.
Prior to his involvement in financial planning, Adam’s career has spanned investment banking, corporate finance, mergers and acquisitions and water & environmental consultancy in Australia and Europe. He has a Masters degree in Financial Planning from Deakin University, specialising in socially responsible investment, an MBA from Melbourne Business School and a Bachelor of Science degree.
Adam believes that the way we choose to invest will ultimately shape the world we live in, particularly in regard to addressing the environmental and social impact of the companies we invest in.