ADAM JAMES MCCARTHY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting) - - Queensland University of Technology
2003 - Graduate diploma in financial planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Graduate Diploma of Applied Finance and Investment - - FINSIA
2013 - Certified Financial Planner - - Financial Planning Association (FPA)
2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.