ALISON ST CLAIRE ADAMSON

Financial Adviser Β· Robina, QLD

Registered

Registration Number

000332054

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2008

Registration Date

16/02/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

πŸ“š Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2012 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.