ADAM ELLSMORE
Financial Adviser · Lake Albert, NSW
📚 Qualifications & Training
2009 - Bachelor of Business (Finance and Banking) - Bachelor Degree (AQF 7) - Charles Sturt University
2011 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2013 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.