We are a passionate and dynamic team with an abundance of experience combined with the knowledge and skills to make financial decisions that help you thrive no matter what your life stage. Our financial planners will work with you to give you peace of mind and plan for a confident, secure financial future. Our offering is a valuable one, and not something that can be sold to you in a store or online. Our team’s combined years of experience means unparalleled advice and guidance.
At Ivy Wealth, we don’t have a one-size-fits-all approach. We listen and take the time to get to you know you, your life stage and your goals so we can personalise our advice to you and make it a good fit. Our advice is transparent, meaningful and easily transferable to your everyday life.
We nurture lasting relationships with our clients built on trust, integrity and honesty and we carry that into the advice we give.
We understand that modern life means new challenges, so we tailor your financial advice for your current day situations and objectives to make your money go the distance.
Ivy Wealth are here to guide our clients and their families on the path to financial security and prosperity.
We help our clients identify and achieve their goals through expert financial coaching and advice.
We do this through unwavering commitment to our values of:
Adam joined the firm in 2016.
Prior to joining he spent many years as a Senior Financial Planner for a large national advice business.
He has over two decades of experience in helping people reach their financial goals. With a career focusing on retirement planning, wealth accumulation and investment advice he also has experience across a range complex advice needs including aged care, government employee defined benefit schemes and self-managed superannuation funds.
Adam holds a Bachelor of Economics degree from the University of New England and a Diploma of Financial Planning from Deakin University.
Adam is a Certified Financial Planner® member of the Financial Planning Association of Australia.
Outside of work Adam spends time with his children helping them to participate in their many sporting activities and is active in the local cycling and mountain bike community.
Lindsay joined the firm in 2011.
Lindsay likes to work with his clients to develop highly tailored solutions to their individual circumstances. He has significant experience in developing wealth protection, retirement planning and wealth creation advice.
Lindsay has completed a Diploma and Advanced Diploma of Financial Services (Financial Planning) and further accreditations in Margin Lending and Geared Investments.
Outside of work Lindsay is a keen participant around his home, working on projects both outside and in the kitchen. He is also a skilled Scuba Diver, frequently exploring the waters around his adopted island home. More recently, much of his spare time is spent chasing after twin daughters.
