ADAM WILLIAM CAREY

Financial Adviser ยท Balmain, NSW

Registered

Registration Number

000343752

Registration Status

Registered

Location

Balmain, NSW 2041

Providing Advice Since

1995

Registration Date

03/12/2019

Financial Services Licensee

LIBERTAS FINANCIAL PLANNING PTY LTD

Licence #000429718

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Arts - - Sydney University
2007 - Diploma of Financial Planning - - Pinnacle Financial Services Academy

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.