As the National Head of Advice, Adrian oversees all elements of our advice offering, including investment philosophy, platform, risk solutions, marketing and brand. He also supports our national team of advisers ensuring the delivery of quality investment solutions that are in our clients' best interests.
Education and experience
With over 20 years of experience across financial services and wealth, Adrian has headed up advice transformation programs in various roles across leading wealth management and consultancy firms in the UK, Singapore and here in Australia.
Prior to joining Shadforth in January 2019, Adrian held a variety of roles at ANZ over a period of 6 years. His most recent position was Head of Business Controls and Advice Systems where he oversaw the risk, regulatory and governance teams, and delivered customer centric solutions to advisers of ANZ Wealth Australia. Adrian has held a variety of other senior leadership roles within the advice, risk and wealth sector, including with Colonial First State, BT Financial Group and KPMG. He is a qualified chartered accountant and holds a Bachelor of Commerce, Accounting from the University of Melbourne.