ADAM SOBCZAK — Financial Adviser #001234769

Registration Number

001234769

Registration Status

Registered

Location

Croydon, VIC 3036

Providing Advice Since

2015

Registration Date

21/03/2019

Financial Services Licensee

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Licence #000234527

ABN (Australian Business Number)

22998924049

📚 Qualifications & Training

2012 - Bachelor of Business ( Financial Risk Management & International Trade) - - Victoria University

2012 - Bachelor of Business (Financial Risk Management/International Trade) - Bachelor Degree (AQF 7) - Victoria University

2015 - Diploma of Financial Planning (1-3) - - KAPLAN Education

2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional

2016 - Margin Lending - Personal Advice - - Mentor Education

2017 - Advanced Diploma of Financial Planning - - Mentor Education

2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education

2017 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

2020 - 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.