ADAM BENNETT
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2010 - Diploma of Financial Services (financial planning) - - Kaplan Professional
2010 - Matgin Lending and Geared Investments - - Kaplan Professional
2011 - Self Managed Superannuation Funds - - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - - Kaplan
2025 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
AFP - Financial Planner (FPA)
ℹ️ 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.