Financial Adviser · BALMAIN, NSW

Adam William Carey

31 Years experience
ASIC Registered · ADV 000343752

Adam William Carey is a financial adviser based in Balmain, New South Wales, with 31 years of experience in the financial services industry. Adam is currently authorised under Lionsgate Financial Group Pty. Ltd.. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Arts from Sydney University.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

1993
Bachelor of Arts
Sydney University
2007
Diploma of Financial Planning
Pinnacle Financial Services Academy

Registration History

Dec 2021 - Present Current
LIBERTAS FINANCIAL PLANNING PTY LTD
Dec 2019 - Dec 2021 Ceased
No Margin Lending
Mar 2014 - Dec 2019 Ceased
No Margin Lending
Mar 2011 - Mar 2014 Ceased
Dec 2009 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register