ADAM EZERINS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Bachelor of Science (Biotechnology) / Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2010 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2012 - Self-Managed Superannuation Funds - Other - Kaplan Professional Education
2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2020 - FPC002B - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.