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. Phil commenced with Adams + Associates in 2005. 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 three children.  Tim commenced with Adams + Associates in 1999 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 2002 and previously worked in the Banking Industry for 23 years.

Client Service Manager.

Emma was born in Wagga Wagga NSW and lives with her husband Mitch and 2 children. Emma joined Adams + Associates in 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 has four adult children. Cathy joined Adams + Associates in 2010 and previously worked in the Banking Industry and her own business.

Client Service Manager.

Jodie was born in Wagga Wagga NSW and lives with her husband Dom and has three adult children.  Jodie joined Adams + Associates in 2017 and previously worked in the Banking Industry.