ADAM WILLIAM VAN DE WATER

Financial Adviser ยท Wayville, SA

Registered

Registration Number

000297309

Registration Status

Registered

Location

Wayville, SA 5034

Providing Advice Since

2000

Registration Date

16/01/2006

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

2001 - Financial Planning and Wealth Creation - Other - Securities Institute
2001 - Risk Management and Insurance Products - Other - Securities Institute
2001 - Superannuation Advice and Regulation - Other - Securities Institute
2002 - Investment Planning 1 - Other - Integratec
2003 - Taxation Planning - Other - Financial Planning Association of Australia Limited
2005 - Investment Planning 2 - Other - Tribeca
2011 - Provide advice in Margin Lending - Other - MLC ThreeSixty

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.