ADAM GELLARD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Self Managed Superannuation Funds - - eFinancial Essentials
2008 - Bachelor of Business (Financial Planning) - - RMIT
2009 - Accredited Derivatives Adviser Level 1 Exam - - Kaplan Professional Education
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
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.