Adam Taxakis, Associate Director
Adam has over 20 years of combined experience across financial and professional services. With over 10 years of financial services experience, Adam’s specialities include accounting and regulatory reporting policy, change management, compliance and assurance for authorised deposit-taking institutions, superannuation funds, insurers and investment managers.
Adam also brings over 10 years of accounting and assurance experience in treasury and financial instruments across banking, utilities and financial services. Adam is an industry leader in technical accounting, financial reporting, and our subject matter expert in financial risk and management reporting. Adam has held the role of Chair, Regulatory Affairs Working Group at the Australian Custodial Services Association (ACSA) for 3 years. He is a continuing member of the working group and recently won the 2021 ACSA award in recognition of his outstanding individual contribution to the Association, wider industry and key stakeholders.
Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment from FINSIA
Certificate IV Custody and Financial Market Operations from Financial Education Professionals
Member of the Institute of Chartered Accountants
Notable quality: Passion. Adam has a strong love and connection with his family, culture, and faith. As an avid sports fan, Adam also holds a special place in his heart for the Essendon and Liverpool football teams.