ADAM PLOWMAN

Financial Adviser ยท East Perth, WA

Registered

Registration Number

000259103

Registration Status

Registered

Location

East Perth, WA 6004

Providing Advice Since

1998

Registration Date

03/05/2010

Financial Services Licensee

CANACCORD GENUITY FINANCIAL LIMITED

Licence #000239052

๐Ÿ“š Qualifications & Training

2002 - ADA1 - - KAPLAN
2011 - Superannuation - - Stockbrokers Association of Australia
2017 - DFP5v2 Tax for Financial Advising - - KAPLAN
2017 - TASACLv1 Commercial Law - - KAPLAN
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.