Meet Adam Middlemis

Advisors

3 Mar

Written By The KH Studio

Adam Middlemis

Financial Advisor

Amateur Golfer • Family Man • Mountain Bike Enthusiast

LinkedIn Profile

Book an Appointment

Adam Middlemis is a passionate financial planner, specialising in insurance. He has a passion for helping clients through all steps of the insurance process from selecting appropriate levels of cover through to assisting with claims.

Skills

- Experienced in all aspects of financial planning

- Passion for all things personal insurance

Credentials/qualifications

- Certified Financial Planner

- Certified Risk Insurance Advisor

- Master in Financial Planning

See Adam in Action:

Adam’s Client Feedback:

Featured

Very informative easy to understand.
- Lyle B

**Are you a client of Adam?**

Take a moment to share a positive Google Review →

Recommended Blogs:

Blog

How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

Preparing Your Business for the Holiday Season

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

Why Working with an Aged Care Specialist Can Make All the Difference

As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.