ADAM ROSS GREENTREE
Financial Adviser · Muswellbrook, NSW
📚 Qualifications & Training
1994 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2007 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast
2011 - RG146 Margin Lending - Diploma (AQF 5) - 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.