Financial Adviser
Adam Jordan Prentice
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297209
About Adam Jordan Prentice
Adam Jordan Prentice is a financial adviser based in Surfers Paradise, Queensland, with 3 years of experience in the financial services industry since 2023. Adam is currently authorised under Atlas Wealth Group. Adam holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Adam's qualifications include a Masters of Applied Finance from Charles Sturt University. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Economics and Arts
University of Sydney
2020
FASEA Exam
FASEA
2021
Masters of Applied Finance
Charles Sturt University