ADAM JEFFERY MCMAHON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
1998 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners 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.