ADAM ROBERT MITCHELL

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001000718

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2007

Registration Date

05/02/2007

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

πŸ“š Qualifications & Training

2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University
2006 - Diploma of Financial Services - Diploma (AQF 5) - Tribeca
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏒 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.