Adam Griffiths
Executive Director,
Financial Adviser
Direct:
(08) 8468 6137(08) 8468 6137
My Mission Statement
Clarity through simplicity, grounded in integrity.
My Story and Services
More than 28 years ago Adam Griffiths began to realise that his bank balance wasn’t going up, even though the market was. He had questions for his financial adviser, but the situation also piqued his curiosity and triggered his decision to ‘learn more about finance.’
Today he manages $779 million in private client business and assists institutional clients whose combined assets under management are valued at more than $4 billion.
Central to Adam’s professional ethos is the concept of giving back to the community. One example has been a commitment to visiting his old high school to address a roomful of teenagers for an hour; with the goal of educating them on the markets and hopefully inspiring them to believe in themselves beyond any self-perceived limitations.
Adam approaches life, decisions and professional values in a pragmatic and confident way that brings clarity and solidity to the portfolios under his management. His motto is a simple one: “Do your best”; and his goal is straightforward: “I want to ensure that my clients are in a better position after working with me than they would have been without my involvement. What motivates me is having the ability to work with my clients to improve their position.”
Prior to embarking on a career in finance, Adam was a successful sportsman, representing South Australia in both football and tennis during his teenage years. He also played professionally for the South Australian National Football League (SANFL) during his late teens.
Today he manages $779 million in private client business and assists institutional clients whose combined assets under management are valued at more than $4 billion.
Central to Adam’s professional ethos is the concept of giving back to the community. One example has been a commitment to visiting his old high school to address a roomful of teenagers for an hour; with the goal of educating them on the markets and hopefully inspiring them to believe in themselves beyond any self-perceived limitations.
Adam approaches life, decisions and professional values in a pragmatic and confident way that brings clarity and solidity to the portfolios under his management. His motto is a simple one: “Do your best”; and his goal is straightforward: “I want to ensure that my clients are in a better position after working with me than they would have been without my involvement. What motivates me is having the ability to work with my clients to improve their position.”
Prior to embarking on a career in finance, Adam was a successful sportsman, representing South Australia in both football and tennis during his teenage years. He also played professionally for the South Australian National Football League (SANFL) during his late teens.
Services Include
- Portfolio management
- Superannuation and retirement strategies
- Financial planning
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
Integrity is paramount in all of Adam’s professional relationships.
“Integrity, put simply, is about managing a client’s money as you would manage your own. It’s also about always putting the client first.”
“Integrity, put simply, is about managing a client’s money as you would manage your own. It’s also about always putting the client first.”
Experience
Adam has spent over 18 years helping people build and manage their wealth. Prior to joining Morgan Stanley in 2007, he held various senior roles in financial services, including as a Director at Goldman Sachs JBWere and as an Investments Manager at Australia Executor Trustees Limited.
Education
Adam is a Certified Financial Planner; a Member of the Financial Planning Association; and holds a Masters of Finance and Investment.
Location
2 King William Street
Level 4
Adelaide, SA 5000
AU
Direct:
(08) 8468 6137(08) 8468 6137
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact Adam Griffiths today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.