ADAM MCREDMOND
Financial Adviser · Doncaster, VIC
📚 Qualifications & Training
2010 - Bachelor of Commerce (Commercial Law, Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
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.