Our Advisers

Phil Clancy – CFP, BBus, Dip FP, JP.

Director

Phil was born in Wagga Wagga, NSW and lives with his wife and four children. Phil joined the financial planning profession in 1998 & commenced with Adams + Associates in 2005. Prior to joining Adams + Associates, Phil was a Financial Planner with a local accountancy firm, State Super Financial Services and St George Bank.

Qualifications

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

Tim Rudd - CFP, BBus, Dip FP, JP.

Director

Tim was born in Wagga Wagga, NSW and lives with his three children. Tim joined the financial planning profession 1998 & commenced with Adams + Associates in 1999. Prior to joining Adams + Associates, Tim worked with Colonial State Bank for 10 years.

Qualifications

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