Adrian has worked in senior financial services roles, spanning advice, strategy, operations and sales. He joined Legal and General Australia in 1997, after completing his Bachelor of Business at the University of Technology Sydney. In 2000, Adrian joined Professional Investment Services before becoming Senior Manager Dealership Services for St George Bank Financial Planning in 2003. In that role, he managed the transition of several salaried bank planners (St George Private Bank) to self-employed (Securitor).
From 2008 to 2011, Adrian was NSW state manager, Leveraged Equites. It was a tumultuous period for the company against the backdrop of the GFC, significant regulatory reforms and the group’s purchase of the Macquarie Bank Margin Lending business.
Before joining AZ Next Generation Advisory in 2016, Adrian held a number of roles at AMP including Capital Manager and Director of their Licensee Advice, Mergers and Acquisitions group. In his capacity at AMP, he was involved in the purchase, sale and ongoing management of a number of Financial Planning business.
Adrian has a Masters and Graduate Diploma of Financial Planning, and is a member of the Australian Institute of Company Directors.
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