Adam TrajerPrivate Wealth Adviser

Bachelor of EconomicsDiploma of Financial PlanningCertificate in Self Managed Superannuation Funds

Adam is an adviser  in the Melbourne Office, having joined the group in 2014. He has over 32 years’ experience in the financial services industry having worked for a variety of small and large businesses across different States.

He has an extensive knowledge of managing private client needs including superannuation, taxation, gearing, insurance, estate planning and investments. His particular interest is in client education through simple explanations and diagrams.

As well as his advisory roles Adam is a member of our Investment Committee and is an ASIC Responsible Manager.

Adam takes pride in understanding his clients, their needs, their expectations and their own personal circumstances.