ADAM JOHN PASSWELL
Financial Adviser · Ulladulla, NSW
📚 Qualifications & Training
1997 - Bachelor of Economics, Double major in Economics and Business Law - Bachelor Degree (AQF 7) - Macquarie University
2003 - Advanced Diploma in Financial Planning - Diploma (AQF 5) - Deakin University
2005 - SMSF Specialist Adviser - Professional Designations - SMSF Strategies & SMSFA
2013 - Estate Planning Specialist Adviser - Professional Designations - University Technology Sydney
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
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.