FREDERICK CORNELIUS ADLAM
Financial Adviser · Bunbury, WA
📚 Qualifications & Training
1999 - Bachelor of Commerce (Institusionele Investment) - Bachelor Degree (AQF 7) - University of Stellenbosch
2000 - Bachelor of Commerce (Quantitative Portfolio Management) - Bachelor Honours Degree (AQF 8) - University of Stellenbosch
2013 - Certificate IV in Finance and Mortgage Broking - Other - Kaplan Professional
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.