ADAM CLARENCE MASSEY
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2000 - Bachelor of Business (Hospitality Management) - Bachelor Degree (AQF 7) - The University of Queensland
2005 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - Certificate IV in Finance and Mortgage Broking - Other - Kaplan Professional
2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
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.