Adam McCann CFP
Director Bartons Chartered Accountants & Wealth Advisors at Bartons Chartered Accountants Wealth Advisors- Claim this Profile
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Bio
Jordan Dinning
I spent 3 years working alongside Adam before engaging him and his team to look after my personal financial needs. Adam's experience and knowledge in personal insurance solutions and financial planning strategies are second to none and he worked closely with me to ensure I not only recieved the most comphrehensive, effectively structured and relevant personal insurance solution for my circumstances at the time but also helped to educate me throughout the process. As the market is constantly changing, the products features are too, Adam ensures we touch base and review everything on a minimum 12 monthly basis to esnure I have the best products for mine and my familys needs. If you want peace of mind, financial security for yourself and your family if the unthinkable happens - get in touch with Adam and his team at Bartons Chartered Accountants and Wealth Advisors
Jordan Dinning
I spent 3 years working alongside Adam before engaging him and his team to look after my personal financial needs. Adam's experience and knowledge in personal insurance solutions and financial planning strategies are second to none and he worked closely with me to ensure I not only recieved the most comphrehensive, effectively structured and relevant personal insurance solution for my circumstances at the time but also helped to educate me throughout the process. As the market is constantly changing, the products features are too, Adam ensures we touch base and review everything on a minimum 12 monthly basis to esnure I have the best products for mine and my familys needs. If you want peace of mind, financial security for yourself and your family if the unthinkable happens - get in touch with Adam and his team at Bartons Chartered Accountants and Wealth Advisors
Jordan Dinning
I spent 3 years working alongside Adam before engaging him and his team to look after my personal financial needs. Adam's experience and knowledge in personal insurance solutions and financial planning strategies are second to none and he worked closely with me to ensure I not only recieved the most comphrehensive, effectively structured and relevant personal insurance solution for my circumstances at the time but also helped to educate me throughout the process. As the market is constantly changing, the products features are too, Adam ensures we touch base and review everything on a minimum 12 monthly basis to esnure I have the best products for mine and my familys needs. If you want peace of mind, financial security for yourself and your family if the unthinkable happens - get in touch with Adam and his team at Bartons Chartered Accountants and Wealth Advisors
Jordan Dinning
I spent 3 years working alongside Adam before engaging him and his team to look after my personal financial needs. Adam's experience and knowledge in personal insurance solutions and financial planning strategies are second to none and he worked closely with me to ensure I not only recieved the most comphrehensive, effectively structured and relevant personal insurance solution for my circumstances at the time but also helped to educate me throughout the process. As the market is constantly changing, the products features are too, Adam ensures we touch base and review everything on a minimum 12 monthly basis to esnure I have the best products for mine and my familys needs. If you want peace of mind, financial security for yourself and your family if the unthinkable happens - get in touch with Adam and his team at Bartons Chartered Accountants and Wealth Advisors
Credentials
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Certified Financial Planner (CFP)
Financial Planning Association of AustraliaMay, 1997- Oct, 2024 -
Affiliate Chartered Accountants ANZ
Chartered Accountants Australia and New Zealand
Experience
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Bartons Chartered Accountants Wealth Advisors
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Australia
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Financial Services
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1 - 100 Employee
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Director Bartons Chartered Accountants & Wealth Advisors
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Jan 2010 - Present
With over twenty five years of experience in financial planning, I am skilled in strategic planning and risk insurance advice. As a Certified Financial Planner (CFP®) and member of the Financial Planning Association of Australia Ltd, my primary focus is on providing planning advice to medical and professional clients, working closely with the accounting division of Bartons to co-ordinate their financial planning needs in a strategic, integrated manner. From 2015-2020 I served as the Australian and Oceania Chair for MDRT, the international financial services industry association. I now serve as Australian Treasurer. I am a regular speaker to medical groups and in 2013 and 2015 I was nominated for Adviser of the Year by the Association of Financial Advisers. Married to Naomi I have three children. I'm an enthusiastic world traveler(pre COVID), enjoy skiing, food and wine and bush-walking with my family.
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Adamac Pty Ltd
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South Africa
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Agriculture, Construction, Mining Machinery Manufacturing
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1 - 100 Employee
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Managing Director
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Jan 1994 - Present
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Myers McCann Pty Ltd
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Australia
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Investment Management
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Director
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Jan 2006 - Dec 2009
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Education
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2019 - 2019
The Financial Adviser Standards and Ethics Authority
FASEA Exam, Financial Planning and Services -
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University of Adelaide
Graduate Diploma Management, Business Administration and Management, General -
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Deakin University
Diploma of Financial Planning, Financial Planning and Services -
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Kaplan Professional
Certificate IV of Finance and Mortgage Broking, Finance, General
Community
