ADAM JOHN LOMAS
Financial Adviser · Robina, QLD
📚 Qualifications & Training
2002 - Bachelor of Commerce (Financial Planning and Investments) - - Griffith University
2011 - Diploma of Share Trading and Investment - - Wealth Within Institute
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
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.