GREGORY THOMAS ADAMS
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
1988 - Bachelor Of Business - Bachelor Degree (AQF 7) - University of Western Sydney
1991 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2016 - Diploma of Financial Planning - - Kaplan Professional
2024 - Client Engagement Skills - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.