Adam Jones

I’m a dedicated professional with 20 years’ experience in the financial services industry, and have been a business founder and manager, stockbroker and ASX company advisor. My extensive knowledge of the financial sector, combined with my experience in business management, borrowing and lending from both a client and a broker perspective, help me to understand my customers’ needs and strive to achieve the best results for them.

After 10 years working for global and local enterprises in the IT sector, I transitioned to the financial services industry, operating as a private and institutional client adviser and stock broker for over a decade, before co-founding companies in the IT and FMCG industries. Whilst managing these companies, I have continued operating in the financial markets through private client investment services and investor relations roles and further extended my skills into financial planning (insurance and risk planning, superannuation and retirement planning), finance and mortgage broking and business management.

I now focus my extensive financial services and broking experience on the mortgage finance broking industry; building lasting and productive professional relationships, and providing exceptional service to both borrowers and lenders in the residential and commercial property sector.

My priorities are to always operate with integrity and transparency, and above all to serve the best interests of my customers in helping them to achieve their goals.