About Adam Sobczak — Financial Adviser, Brighton & Melbourne
Meet Adam Sobczak, Director and Financial Adviser at Amber Wealth in Brighton, Melbourne. Over a decade of experience across major banks, super funds, and boutique advice.
Good financial advice usually comes down to pattern recognition — having seen enough client situations, across enough different environments, to know what actually works and what just sounds like it should. Adam Sobczak has spent over a decade building that experience, across major banks, an industry super fund, and boutique advice practices, before founding Amber Wealth to focus specifically on the clients he's found the most rewarding to work with: pre-retirees and retirees navigating the transition into retirement.
Based in Brighton, Adam works with clients across Melbourne's bayside suburbs and beyond, specialising in superannuation strategy, SMSF advice, Age Pension optimisation, and retirement income planning.
A Career Built Across Australia's Major Financial Institutions
Adam's path into specialist retirement advice wasn't a straight line — and that's deliberate. Starting in banking and working through paraplanning, financial planning, and senior advisory roles gave him direct exposure to how different institutions approach advice, from large bank environments to an industry super fund to boutique practices, before founding Amber Wealth.
Private Wealth Advisor / Director — Amber Wealth
Aug 2024 – Present · Melbourne, Victoria
Advises pre-retiree and retiree clients across Melbourne's bayside suburbs on superannuation strategy, SMSF, Age Pension optimisation, and retirement income planning.
Financial Advisor — TelstraSuper
Jul 2022 – Aug 2024 (2 years 2 months) · Melbourne, Victoria
Provided intra-fund and comprehensive advice to TelstraSuper members, with a focus on members approaching or in retirement.
Senior Financial Planner — CCA Financial Planners
Aug 2020 – Jul 2022 (2 years) · Docklands, Victoria
Senior adviser role covering superannuation, SMSF, insurance, and investment strategy for a broad client base including pre-retirees.
Financial Planner — ANZ
Feb 2019 – Jun 2020 (1 year 5 months) · Melbourne, Victoria
Provided financial advice within a major bank environment, covering super, insurance, and investment strategies for retail clients.
Financial Planner — CCA Financial Planners
Apr 2017 – Feb 2019 (1 year 11 months)
Progressed from Senior Paraplanner to Financial Planner over three years, developing technical grounding in SMSF strategy, insurance advice, and financial plan construction.
Associate Financial Advisor / Senior Paraplanner — CCA Financial Planners
Mar 2016 – Apr 2017 (1 year 2 months)
Financial Planner — National Australia Bank
Jul 2015 – Feb 2016 (8 months) · Greater Melbourne Area
Paraplanner — FirstChoice Financial Planning Solutions
Mar 2014 – Jul 2015 (1 year 5 months) · Greater Melbourne Area
Assistant Advisor — Future Assist
Nov 2013 – Feb 2014 (4 months) · Greater Melbourne Area
Commonwealth Bank (3 years 7 months total)
May 2010 – Nov 2013 · Greater Melbourne Area
Home Loan Specialist (Jul 2012 – Nov 2013); Credit Card, Credit Retention and Travel Money Specialist (May 2010 – Jul 2012); Outbound Consultant (Oct 2011 – Feb 2012).
Qualifications
Adam holds formal qualifications spanning business, financial planning, and specialist SMSF advice:
- Bachelor of BusinessMajoring in Financial Risk Management and International Trade — Victoria University (2007–2012)
- Certified Financial Planner (CFP1 & CFP4)Financial Planning Association of Australia (2017–2018)
- Advanced Diploma of Financial PlanningMentor Education (2016–2017)
- Diploma of Financial PlanningKaplan Professional (2014–2015)
- SMSF AdviserMentor Education (2017)
- Margin Lending Personal Adviser (RG146)Mentor Education (2015)
Why Adam Founded Amber Wealth
After more than a decade advising clients inside major banks, an industry super fund, and boutique planning practices, Adam founded Amber Wealth to focus specifically on the area of advice he'd found most consistently rewarding: helping people navigate the transition into retirement.
That focus shapes how Amber Wealth operates. Rather than advising clients across every age and life stage, the practice is built specifically around pre-retirees and retirees — meaning the questions this stage of life raises (Age Pension eligibility, superannuation drawdown, SMSF strategy, longevity planning) are the daily, practised work of the practice, not an occasional service line.
Licensing & Authorisation
Amber Wealth Pty Ltd (ABN 16 653 279 013) is a Corporate Authorised Representative (No. 1310815) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735), holder of Australian Financial Services Licence (AFSL) No. 229892. Financial advice is provided by Adam Sobczak, ASIC Authorised Representative No. 1234769.
Explore Amber Wealth's Services
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Ready to Talk Through Your Retirement Plan?
Book a complimentary consultation with Adam to discuss your situation — with no cost and no obligation to proceed.