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Adam Stewart Email & Phone Number
Director and Financial Adviser
at
Compound Wealth
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Director and Financial Adviser
Location
Tauranga, Bay of Plenty, New Zealand
Company size
Who is Adam Stewart? Overview
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Adam Stewart is listed as Director and Financial Adviser at Compound Wealth, a with 3 employees, based in Tauranga, Bay of Plenty, New Zealand. AeroLeads shows a matched LinkedIn profile for Adam Stewart.
Adam Stewart previously worked as Director & Financial Adviser at Compound Wealth and Consultant - FS, Front Office (Alternative Investment Management) at Robert Walters. Adam Stewart holds Bachelor’S Degree, Finance And Commercial Law from Victoria University Of Wellington.
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Compound Wealth
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Profile bio
About Adam Stewart
As a Director and Financial Adviser at Compound Wealth, I help New Zealanders make smarter financial decisions and achieve their lifestyle objectives. I have been providing tailored wealth management and protection planning services to individuals, families, and businesses since Jun 2017, with a focus on building long-term relationships and trust.I hold a Financial Adviser FSP 581687 certification issued by the Financial Markets Authority, and a Bachelor’s Degree in Finance and Commercial law from Victoria University of Wellington. I am passionate about financial literacy and educating my clients on key concepts such as compound interest, risk management, and asset allocation.
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Adam Stewart's current company
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Compound Wealth
4 roles
Adam Stewart work experience
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Director & Financial Adviser
Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management and protection planning 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… Show more Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management and protection planning 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 AdviceLife, Health Insurance AdviceAustralian Super TransfersPension adviceFinancial advice Show less
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.
Jan 2019 - Jan 2020
Relationship Manager
Jun 2015 - Jun 2017
2 education records
Adam Stewart education
Bachelor’S Degree, Finance And Commercial Law
High School
Christchurch Boys High School
FAQ
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What company does Adam Stewart work for?
Adam Stewart works for Compound Wealth.
What is Adam Stewart's role at Compound Wealth?
Adam Stewart is listed as Director and Financial Adviser at Compound Wealth.
Where is Adam Stewart based?
Adam Stewart is based in Tauranga, Bay of Plenty, New Zealand while working with Compound Wealth.
What companies has Adam Stewart worked for?
Adam Stewart has worked for Compound Wealth, Robert Walters, and Booster Nz.
Who are Adam Stewart's colleagues at Compound Wealth?
Adam Stewart's colleagues at Compound Wealth include Zoe Moller.
How can I contact Adam Stewart?
You can use AeroLeads to view verified contact signals for Adam Stewart at Compound Wealth, including work email, phone, and LinkedIn data when available.
What schools did Adam Stewart attend?
Adam Stewart holds Bachelor’S Degree, Finance And Commercial Law from Victoria University Of Wellington.
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