Adam Penman – Team Manager, Partner, Senior Financial Adviser
“I enjoy the process of meeting new people, identifying what’s most important to them and helping them to get on track to find out what’s possible for their financial future”
Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE where he completed a Bachelor of Arts majoring in English and History. In 2012, Adam began working in the Financial Services industry as a Client Service Manager within his family’s Financial Planning business, which had been operating in Tamworth for over 30+ years creating long-term relationships with many of his clients. “I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust.”
In 2015, Adam joined Invest Blue to build out the Tamworth team which now has 3 full-time Financial Planners and approximately 400 clients across the Central North, Central West and Upper Hunter areas. That same year, Adam also completed his Diploma of Financial Planning and attended the AMP Horizons Academy in Sydney. He has since also completed his Advanced Diploma in Financial Services plus holds a Graduate Diploma in Financial Planning + FASEA qualifications.
In his spare time, Adam loves spending time with his family — wife Millie and their 3 children, Freddie, Viv and Valerie. He is also a keen sports enthusiast who loves to play golf, tennis, rugby union and Oztag as well as spend time at his family farm on the outskirts of Tamworth.
Areas of Specialisation:
- SMSF
- Transition to Retirement strategies
- Debt and Cashflow Management
- Superannuation
- Tax minimization strategies
Qualifications:
- Bachelor of Arts (English and History)
- Diploma Financial Services (Financial Planning)
- Advanced Diploma Financial Services (Financial Planning)
- Graduate Diploma (Financial Planning)
- FASEA (Financial Adviser Exam)
- Most Trusted Adviser 2023
