Experience

Viridian Advisory

• Australia
• Investment Management
• 100 - 200 Employee

• General Manager

  • Mar 2020 - Present

  Adam has over 20 year’s Financial Services experience across the Wealth Management Industry. He is responsible for both strategic and business leadership to all areas relating to Financial Advisory and Business Partnerships at Viridian Advisory. Adam has extensive experience in the Wealth Management industry and has proven track record in leading people, performance as well as building results driven wealth businesses. Adam holds Bachelor Degrees in both Economics (Banking & Finance), and a sub major in Law. In addition to this he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP), having completed the certification with Financial Planning Australia (FPA).



Clime Investment Management Limited

• Australia
• Investment Management
• 1 - 100 Employee

• General Manager Private Wealth & Distribution

  • Dec 2018 - Feb 2020

  Key focus is to lead the Private Wealth and Distribution function of Clime including Private Wealth, Third Party Distribution, Clime Direct, Clime Super (SMSF Administration), and referral partnerships to meet Clime’s key objectives. Key focus is to lead the Private Wealth and Distribution function of Clime including Private Wealth, Third Party Distribution, Clime Direct, Clime Super (SMSF Administration), and referral partnerships to meet Clime’s key objectives.



Yellow Brick Road

• Australia
• Financial Services
• 200 - 300 Employee

• General Manager - Wealth Management

  • Sep 2016 - Dec 2018

  General Manager responsibility for leading Yellow Brick Road (YBR) Wealth Management business. Key focus on AFSL responsible officer, authorised representative recruitment, increasing the percentage of clients who receive wealth advice and building wealth capability (product, service and advice). “At the heart of our strategy is the intention to build on our strength as a full service wealth management company and accelerate the growth of the financial advisory arm. It’s imperative we leverage from our strong brand, scale across branches & brokers and strength in our key geographies to accelerate wealth services revenue penetration".



Westpac

• Australia
• Banking
• 700 & Above Employee

• Head of Partnerships & Private Bank

  • Jan 2010 - Feb 2016

  Adam Youkhana, Head of Westpac Private Bank Financial Planning joined Westpac in January 2010, with the key responsibility of overseeing all aspects of Westpac Private Bank Financial Planning services to High Net Worth clients. Prior to joining Westpac, Adam was Head of Financial Advice & Investments at NAB Private Wealth armed with growing the profitably of the Advice business. He previously worked for 10 years with MLC & NAB across a number of senior roles with in Financial Advice & Practice Management. Adam has extensive experience in the Wealth Management industry and has a proven track record in leading people, performance as well as building results driven wealth businesses. Adam holds Bachelor Degrees in both Economics and Banking & Finance, and a sub major in Law. In addition to this he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP), having completed the certification with Financialv Planning Australia (FPA).



NAB

• Australia
• Banking
• 700 & Above Employee

• HEAD OF FINANCIAL ADVICE & INVESTMENTS, NAB WEALTH – Aust. wide

  • Sep 2007 - Dec 2009

  To provide strategic and business leadership to all areas relating to financial planning, Investment professionals and wealth within NAB Wealth Australia. Ensuring delivery of wealth solutions are aligned and driven by client needs across appropriate segments whilst managing channel conflicts. To provide strategic and business leadership to all areas relating to financial planning, Investment professionals and wealth within NAB Wealth Australia. Ensuring delivery of wealth solutions are aligned and driven by client needs across appropriate segments whilst managing channel conflicts.