ADAM BARNES

Financial Adviser ยท Hermit Park, QLD

Registered

Registration Number

001273290

Registration Status

Registered

Location

Hermit Park, QLD 4812

Providing Advice Since

2018

Registration Date

04/05/2019

Financial Services Licensee

MY FORTRESS PTY LTD

Licence #000508806

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2021 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - James Cook University
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Superannuation and Retirement - Other - Kaplan Professional
2023 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.