MARK ANTHONY ADLAM
Financial Adviser · Eastwood, NSW
📚 Qualifications & Training
1987 - Taxation Law ACCT14873 - Other - University of New South Wales
1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2002 - Diploma Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2012 - Chartered Tax Adviser - Professional Designations - The Tax Institute
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - 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.