ADAM LAWRANCE
Financial Adviser · Lyneham, ACT
📚 Qualifications & Training
2012 - Bachelor of Commerce (Finance & Accounting) - - Australian National University
2012 - Margin Lending Accreditation - - Stockbrokers Association of Australia
2012 - Professional Diploma of Stockbroking - - Stockbrokers Association of Australia
2013 - ADA Level 1 & 2 - - Kaplan
2013 - Diploma of Financial Planning - - Kaplan
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Stockbrokers and Investment Advisers Association (SIAA)
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.