About us

Adam Denmeade is a Financial Adviser who helps clients clarify and achieve their financial and lifestyle goals. Adam believes in a consultative and transparent advice process where he spends considerable time understanding a client’s needs and researching the opportunities available to them. Adam is driven by getting his clients the best outcome possible and works determinedly to make this happen. It is this approach that has seen many clients refer their families and friends to Adam for help.

Adam has worked in the financial planning industry since 2001 and became a Financial Adviser in 2009. Adam has extensive technical knowledge from a well-rounded career starting in fund manager customer service, paraplanning in small advice practices and directing his own company. It is this background that enables him to make complex numbers simple and share invaluable industry insights and knowledge with clients.

Adam holds a Diploma and Advanced Diploma of Financial Services.

Sarah Bunce is a Client Services Manager who works with the Director, clients and product providers to implement financial advice strategies. Sarah believes that financial planning not only helps clients realise their goals, but opens up so many new prospects for the future. She enjoys supporting clients to achieve more than they thought possible.

Sarah has worked in the financial services industry since 1994 with a particular focus on financial markets and funds management. She has wide-ranging experience including sales, marketing, communications and relationship management. Sarah knows that clients want clear communication, timely responses and dependable knowledge to feel confident about the advice process.

Sarah holds a Masters of Commerce from the University of NSW, Bachelor of Agricultural Economics from the University of Sydney and Financial Advising Essentials (C4) from the Securities Institute of Australia.

Sarah Denmeade is a Practice Administrator who works with the Director and Client Services Manager to ensure the smooth running of the office and a positive client experience. Sarah believes that financial advice is essential for people in all different life stages to secure themselves, and their family and loved ones, the best future possible.

Sarah has worked in administrative and human resource management roles since 1996, including office management, culture and leadership development and employee communications. Sarah knows that clear processes, managing detail and a willingness to help is important in a financial planning practise.

Sarah holds a Bachelor of Business in human resource management and marketing from the University of Technology Sydney, a Certificate IV in workplace training and assessment from TAFE and an Associate Diploma in business administration from Williams Business College.