A city skyline at night with a boat in the water.
Adam Boyer

Adam Boyer

Authorised representative number: 001242822

Private Client Adviser

As your trusted adviser, it is my duty to pave the way to financial prosperity by providing expert strategy and investment advice.
Adam has been working in financial services since 2011. His extensive experience in financial strategy development provides the framework for efficient accumulation and protection of your financial assets. Adam holds a Bachelor of Commerce (Finance) and an Advanced Diploma of Financial Planning. He has also achieved the prestigious level of CERTIFIED FINANCIAL PLANNER®.

Investment Style

Adam has a tailored approach, providing well structured, personalised strategies combined with prudent investment selection to assist you in achieving your individual goals.

Services and Specialties

Self-Managed Super Funds
Portfolio Administration
Financial Planning
Retirement and Estate Planning
Superannuation Advice

Qualifications and Professional Affiliations

Tier 1 Margin Lending - Personal Advice
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Commerce (Finance)


Financial Advice Association of Australia (FAAA)


Financial Planning
Managed Investments
Life Insurance
Margin Lending
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits.