ADAM YOUNG
Financial Adviser · Mawson, ACT
📚 Qualifications & Training
2007 - (FNS50804) Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
2010 - Estate Planning - Other - Kaplan Education Pty Ltd
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2012 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2024 - FPETH501A Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - New South Wales Technical and Further Education Commission (TAFE NSW)
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.