Meet Alexander Adams.
Helping clients turn what matters most to them into a practical plan for the future.
Alexander Adams
Linea Team
Client Experience
BBus (Finance)
Alex is driven by the connection between people and their goals, bringing energy, curiosity and a practical mindset to his work.
Qualifications & Professional Memberships
Bachelor of Business (Finance) – RMIT University (completing late 2026)
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International Exchange Semester – Bocconi University, Milan (2025)
"Surrounding yourself with people who do great work is the fastest way to learn how to do it yourself."
What Guides My Work.
"I'm at the start of my journey, but the goal is already clear: understand what matters to people, then build a plan that gets them there."
What drew me to financial planning is the way it brings together two things I care about: working closely with people, and the discipline of investing. Every client conversation is different, and I enjoy the challenge of understanding someone's circumstances well enough to help them make decisions with confidence.
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To me, financial planning is much more than numbers. It starts with understanding what truly matters to each person – their family, their priorities, the life they're working towards – and then building a practical plan to get them there. The technical side is important, but only in service of goals that are real and personal.
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I was drawn to this profession because the work makes a tangible difference. Helping someone feel clearer and more in control of their financial future is meaningful, and it's what motivates me every day.
My Career Journey.
I grew up in Melbourne and finished school at Brunswick Secondary College in 2023, before beginning a Bachelor of Business majoring in Finance at RMIT the following year. Throughout my studies I worked at Woolworths, which taught me the value of showing up consistently, working as part of a team, and connecting with people from all walks of life.
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In the second half of 2025 I completed a semester abroad at Bocconi University in Milan. Studying finance at one of Europe's leading business schools broadened my perspective, built my independence, and confirmed that I wanted a career where investing and client relationships come together.
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I joined Linea Private Wealth in May 2026 as an Adviser Associate, working alongside the senior advisers to support clients and deliver the thoughtful, personal experience Linea is known for. I'll complete my degree at the end of 2026, and I'm looking forward to continuing to grow with the firm and the clients we work with.
Outside of Work.
Alex is a Melburnian through and through – happiest with a cappuccino in hand and a game on the screen. Weekends are spent with family and friends, whether that's a big family lunch or catching the NBA, EPL or AFL with mates. A passionate Richmond and Manchester City supporter, Alex also loves getting on the court or the pitch himself, playing basketball and soccer whenever he can. When he's not in Melbourne, you'll likely find him exploring Europe – or, closer to home, hunting down a good spot for dinner.