Financial Adviser
· CANBERRA, ACT
Adam Young
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320950
Adam Young is a financial adviser based in Canberra, Australian Capital Territory, with 19 years of experience in the financial services industry. Adam is currently authorised under Guideway Financial Services Pty Ltd. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Restrictions: SMSFs - general advice only.
Authorised to provide tax financial advice services
Qualifications and Training
2007
(FNS50804) Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2007
Bachelor of Commerce
Australian National University
2010
Estate Planning
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2010
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2012
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2024
FPETH501A Ethics and Professional Standards for Financial Advisers
Ethics - New South Wales Technical and Further Education Commission (TAFE NSW)
Registration History
SMSFs - general advice only.
EASTWOODS WEALTH MANAGEMENT PTY LTD
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register