ADAM ELSAMAD

Financial Adviser · Sydney, NSW

Registered

Registration Number

001235617

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2015

Registration Date

17/09/2015

Financial Services Licensee

MUFG RETIRE360 PTY LIMITED

Licence #000258145

📚 Qualifications & Training

2015 - FNS50611 Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2016 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Commercial Law - Other - Kaplan
2025 - Tax for Financial Advising - Other - Kaplan

🏢 Professional Memberships

Tax Practitioner Board

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.