ADAM JOHN GOLDSTIEN
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2019 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University
2019 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University
2019 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.