Adam

Carolan

Give us a brief overview of your Becketts back-story

Adam has known Dominic through many years of dealing with Becketts through NextGen Planners (a training and community platform for the next generation of financial planners). Adam sits on the board as a consultant helping the team with strategic decisions primarily around growth. 

It was a perfect match that Adam became part of the Becketts team to help build a great family-owned financial planning business for the future of clients and the team.

What do you most like about your job?

I love financial planning and business together. The more people we can help deliver great financial planning to the better and my work with NextGen Planners and Becketts is focused on that. If more people had financial planners, the world would be a better place.

What kind of projects do you work on?

I am usually focused on building and growing things. My brain can’t handle standing still and this translates into my business career. I am always curious as to what can be done better.

Money weakness?

It has to be spending on my kids – I am an easy target for my daughter.

Best thing you ever spent your money on?

Holidays with the family. Experiences are important to me.

Name the three people at your dream dinner?

Eric Cantona, Barack Obama and Tiger Woods (the #1 Becketts guest it seems!)