Adam Faulkner, Administration Lead & Paraplanner, in a dark blue suit and light blue shirt sitting in an office chair with a blurred outdoor background.

Adam Faulkner

Administration Lead & Paraplanner
BBus(FinPlan)

QUALIFICATIONS AND CREDENTIALS

  • Bachelor Of Business Majoring in Financial Planning

Blue LinkedIn logo with white text that says 'Connect with me on LinkedIn'

I love diving into complex financial situations with lots of moving parts. Modelling scenarios, testing different ideas and finding clear answers to tricky questions is the kind of work I enjoy. It’s even better when it all comes together in an advice document that genuinely helps someone move closer to their financial goals.

I’m just as interested in the people behind the spreadsheets. I like getting to know our clients, hearing what they want for their lives and helping them understand topics that can feel overwhelming. Seeing someone’s confidence grow never gets old, whether they have been with us for years or are working with us for the first time.

“Some of the most meaningful moments for me have been helping people feel confident about retirement.”

Whether they are preparing to retire or have been retired for a while, being part of easing that financial uncertainty is something I value. Watching someone relax once they realise they are going to be okay is a really satisfying part of the job.

Outside of work, I’m usually around cars, at the gym or out fishing. I’m a big motorsport fan, especially tarmac rally, and most weekends involve one of those interests or time with my girlfriend, family or friends.

I also volunteer as an event official at Victorian tarmac rally events throughout the year, helping with setup and supporting the running of each event.

Up close and personal with Adam.

  • Arnold Schwarzenegger, similarly to my other answers there would be a lifetime of accomplishments in different avenues, movies, bodybuilding, and business to explore with what would be valuable insights. 

  • “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat” - Theodore Roosevelt

  • Atomic Habits - James Clear

  • Can’t go past Mr. Brightside by The Killers

  • Unequivocally New York, this is central to so much history both within pop culture and the business world that it is hard to not choose. A close second would be London.