DFS (FP), Adv Dip (Bus Mgmt)
Adrian has been with CB Financial since August 2005 and has progressed through the business from administration support to Authorised Representative. He has completed his Diploma in Financial Planning and is motivated to further his career in the financial advisory industry. In his current role, Adrian is primarily responsible for preparing financial plans and working with the CB Financial advisory team on financial and strategy preparation. Adrian also assists with managing client affairs and oversees the advisor support team. Away from the office, Adrian enjoys travelling, sports and spending time with friends.
Sub Authorised Representative No 342607
