ADAM TROY TANTI
Financial Adviser · Emu Plains, NSW
📚 Qualifications & Training
2008 - Certificate III in Financial Services - Certificate (AQF 1-4) - FutureStaff Pty Ltd
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2012 - Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
2017 - SMSF Specialist Advisor Program - Other - SMSF Association
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.