GARETH RYAN ADAMS
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2011 - Margin Lending and Geared Inv. - Other - Kaplan
2017 - SMSF - Other - Financial Education
2019 - ALPA - Other - Kaplan
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.