ADRIAN PHELAN

Financial Adviser · Melbourne, VIC

Registered

ADRIAN PHELAN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2010, based in Melbourne, Victoria. They are authorised to provide advice under BOAG ASSET MANAGEMENT PTY LTD (AFSL licence #000469081). Registered qualifications on file include 2006 - Course in Property (Agents Representative) - - RMIT, 2009 - Bachelor of Finance - - La Trobe University, 2009 - Bachelor of Finance - - Latrobe University.

Registration Number

001270759

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2010

Registration Date

05/12/2018

Financial Services Licensee

BOAG ASSET MANAGEMENT PTY LTD

Licence #000469081

📚 Qualifications & Training

2006 - Course in Property (Agents Representative) - - RMIT

2009 - Bachelor of Finance - - La Trobe University

2009 - Bachelor of Finance - - Latrobe University

2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan

2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan

2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.