ADAM MONTANA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia Limited
2010 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2011 - LRS Life Risk Specialist - Professional Designations - Financial Advice Association of Australia Limited
2011 - RG146 Provide advice in Margin Lending - Other - MLC ThreeSixty
🏢 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.