ADAM LEE JAMES O'NEILL
Financial Adviser · Kensington, WA
📚 Qualifications & Training
2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC
2018 - Advanced Diploma Financial Planning FNS60415 - - AAMC
2019 - Economic and Legal Context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2019 - Estate and Succession Planning - Graduate Diploma (AQF 8) - Kaplan
2019 - Tax and Commercial Law for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2020 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan
2020 - Ethics and professionalism in financial advice - Graduate Diploma (AQF 8) - Kaplan
2021 - Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.