Adam is a Senior Executive with over 18 years of Financial Services experience. He commenced with Clime as the General Manager of Private Wealth & Distribution in January 2019 with the responsibility to execute on a strategy to deliver substantial growth in total assets under management within the Clime Group. Further to this he will also lead & oversee the Private Wealth & Distribution functions of Clime including Private Wealth Advice, Clime Direct, Clime Super (SMSF Administration), external distribution and referral partnerships across the Clime group.

Prior to joining Clime Adam has held positions as General Manager of Yellow Brick Road Wealth Management, Head of BT Private Wealth Financial Planning and Head of Financial Advice & Investments at NAB Private Wealth. Across all those companies Adam’s key responsibility was to oversee all aspects of Private Wealth Services & Distribution of solutions to High Net Worth Clients.
Adam holds a Bachelor’s Degree in both Economics, Banking & Finance with a Sub Major in Law. In addition to this, he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP) having completed the certification with the Financial Planning Australia (FPA) association.

Ryan is a Private Wealth Adviser for NSW and ACT. He holds a bachelors and honours degree, specialising in finance and is also a registered certified financial planner – CFP ®. He has over 17 years financial services experience including the provision of service to high net worth clients, his most recent role being with BT Private Bank as a private client adviser.

Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.

Over 20 years’ experience in the finance industry. She holds a Bachelors Degree in Accounting, is a CPA Australia and was designated a Specialist in Financial Planning by CPA Australia. Fanoula has held the position of Partner in a leading private wealth firm and draws on her wealth of experience to formulate and present complex strategies and concepts, providing solutions to clients with sophisticated structures.

Steven joined Clime as a Private Wealth Advisor in late 2018. He has over 9 years’ experience in Private Wealth as a Financial Adviser with Macquarie Private Wealth, Morgan Stanley and Shaw and Partners.

Steven has a focus on advice to self-funded retirees, SMSF setup, and Family Office Clients.

Liam has a combined Bachelor of Arts and Law degree from Macquarie University and is a Certified Financial Planner and qualified solicitor. Liam most recently worked as a private wealth advisor at Macquarie Bank assisting high net worth and ultra-high net worth clients. Liam’s experience allows him to simplify complexities related to managing financial independence.

Ackhim joined Clime as a Private Wealth Associate and has experience working in the Financial Services industry. He holds a master’s degree in applied finance and a bachelor’s degree in Business specializing in Banking & Finance and Economics. Ackhim commenced his career as a Paraplanner providing sound financial, risk and wealth-management services and assisted in developing advice focusing on Superannuation & Wealth structures (including SMSFs), Risk Management, Finance & Lending solutions, Tax planning & Structures, and Estate planning.

Boban is a Private Wealth associate at Clime with over 8 years of experience in the Financial Services Industry. His previous role was as Associate Adviser for Findex assisting senior advisers with high net worth clients. He currently holds an Advanced Diploma of Financial Planning and accreditations in Margin Lending and SMSF.