ADAM LUKE HORTON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - - University of Wollongong
2005 - RG146 Accreditation - - Stockbrokers Association of Australia
2007 - Margin Lending and Geared Investments - - Kaplan Professional
2008 - ASX Accredited Derivatives Adviser Level Two - - Kaplan Professional
2014 - Advanced Diploma in Financial Planning - - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
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.