ADAM NEAL MONDY

Financial Adviser ยท Hazelbrook, NSW

Registered

Registration Number

000337751

Registration Status

Registered

Location

Hazelbrook, NSW 2779

Providing Advice Since

2009

Registration Date

02/03/2013

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2010 - Advanced Diploma of Financial Services - - Pinnacle
2010 - Diploma of Financial Services (Financial Planning) - - UNE
2012 - Diploma of Financial Services (Finance/Mortgage Broking) - - Intellitgrain
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan

๐Ÿข Professional Memberships

SMSF Association

โ„น๏ธ 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.