ADAM PAUL FRENCH

Financial Adviser ยท West Moonah, TAS

Registered

Registration Number

001002611

Registration Status

Registered

Location

West Moonah, TAS 7009

Providing Advice Since

2001

Registration Date

22/07/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1997 - Bachelor of Commerce (Accounting & Marketing) - Bachelor Degree (AQF 7) - University of Tasmania
2005 - Diploma of Financial Advising - Diploma (AQF 5) - FINSIA
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.