CFP, BBus, Dip FP, JP
Director

Certified Financial Planner
Bachelor of Business – Charles Sturt University with Distinction
Diploma of Financial Planning – Deakin University
Justice of the Peace

Joined financial planning profession 1998. Phil was born in Wagga Wagga NSW and
lives with his wife Mandy and four children. Prior to joining Adams + Associates
Phil worked with St George Bank, State Super Financial Services and a local
Accountancy firm in a financial planning role.

CFP,BBus, Dip FP, JP
Director

Certified Financial Planner
Bachelor of Business – Charles Sturt University
Diploma of Financial Planning – Deakin University
Justice of the Peace

Joined financial planning profession 1998. Tim was born in Wagga Wagga NSW
and lives with his wife Kerrie and three children. Prior to joining Adams + Associates
Tim worked with Colonial State Bank for 10 years.

Client Service Manager
JP

Anne was born in Wagga Wagga NSW and lives with her husband Elio and has
two adult children.

Anne joined Adams + Associates in January 2002 and previously worked in the
Banking Industry for 23 years.

Client Service Manager

Emma was born in Wagga Wagga NSW. Emma joined Adams + Associates
in April 2010 and previously worked for a local Accountancy firm.

Practice Manager

Cathy was born in Wagga Wagga NSW and lives with her husband Kevin and
four children.

Cathy joined Adams + Associates in August 2010 and previously worked
in the Banking Industry and her own business.