Adam Marchant
About Adam Marchant
Adam Marchant is a Financial Analyst with extensive experience in the financial sector, currently working at Medallion Financial Group in Wellington, New Zealand. He has held various roles in companies such as Legal & General and Aegon, and holds a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
Work at Legal & General
Adam Marchant has been employed at Legal & General since 2014, serving as a Financial Analyst for a decade in Hove. His tenure includes previous roles within the company, such as Pension Administrator from 2011 to 2013 and Investment Consultant from 2013 to 2014. This extensive experience at Legal & General has provided him with a solid foundation in financial analysis and investment strategies.
Education and Expertise
Adam holds a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII). He has successfully passed multiple financial planning exams, including R01 through R06, CF6, and ER1. His educational background includes studies at BHASVIC, where he achieved qualifications in Psychology, Business, Media, and ICT from 2007 to 2009.
Professional Experience
Prior to his current role, Adam gained diverse experience in the financial sector. He worked as a Financial Analyst at Aegon for five months in 2017 and previously held a position at TESCO as a Customer Service Associate from 2008 to 2010. Additionally, he worked at EDF Energy as a Debt Collector for four months in 2010. His career also includes a two-year stint as a Pension Administrator at Legal & General.
International Experience
Adam has gained experience in the financial markets of both Australia and New Zealand. This international exposure has contributed to his understanding of global financial dynamics and investment opportunities. He currently resides and works in Wellington, New Zealand, where he continues to develop his expertise as an Equities Analyst at Medallion Financial Group since 2019.