Adam Stanley


Partner/Executive Director - Investment Advisory Services

Investment Advisory Services

   +613 8610 5517

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Professional Background

As a fully qualified financial planner and chartered accountant, Adam's clients can rely on comprehensive business and investment advice, based on a sound knowledge of all their business and financial affairs. Adam has assisted many clients achieve business success and financial security for today as well as into the future.

Industry Experience

  • Corporate Superfunds
  • Family groups
  • Membership organisations
  • Not for profit organisations
  • Private clients
  • Self-Managed Superfunds

Memberships & Qualifications

  • Bachelor of Business (Accounting) (Victoria University)
  • Certified Financial PlannerTM (Financial Planning Association)
  • Chartered Accountant (Member of Institute of Chartered Accountants in Australia)
  • Member of the Financial Planning Association (FPA)
  • Member of the Investment Committee of Pitcher Partners Melbourne

Services & Specialisations

Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Philanthropy Services

Philanthropy Services

Where you are managing the wealth of you and your family, you might be looking for a meani...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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