Adam Stewart

Adam Stewart

Relationship Manager

Followers of Adam Stewart1000 followers
location of Adam StewartTauranga, Bay of Plenty, New Zealand

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  • Timeline

  • About me

    Director & Financial Adviser @ Compound Wealth

  • Education

    • Christchurch Boys High School

      2007 - 2011
      High School
    • Victoria University of Wellington

      2012 - 2014
      Bachelor’s Degree Finance and Commercial law
  • Experience

    • Booster NZ

      Jun 2015 - Jun 2017
      Relationship Manager
    • Compound Wealth

      Jun 2017 - now
      Director & Financial Adviser

      Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management services. We exist to help New Zealanders make smarter financial decisions and do this by taking into account not only our client’s financial considerations but their lifestyle objectives.As advocates of financial literacy, we help people understand key concepts such as the miracle that is compound interest."Compound interest is the most powerful force in the universe... and the eighth wonder of the world. He who understands it... earns it. He who doesn’t... pays it."​ - Albert EinsteinWe offer a broad range of services and solutions but these could be generally broken down to:KiwiSaver/Superannuation adviceRetirement PlanningInvestment AdviceAustralian Super TransfersPension adviceFinancial advice Show less

    • Robert Walters

      Jan 2019 - Jan 2020
      Consultant - FS, Front Office (Alternative Investment Management)

      Recruit Mid to Senior level Investment Professionals for Global and Pan-Asian Alternative Investment and Asset Management firms.Coverage across long/short equity, multi-strategy, quantitative, event-driven, and market neutral hedge funds.Coverage across direct investment, Real Estate PE and FoF platforms.

  • Licenses & Certifications

    • Financial Adviser FSP 581687

      Financial Markets Authority - New Zealand
      Oct 2017