Financial Adviser
· BATHURST, NSW
Gareth Ryan Adams
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319949
Gareth Ryan Adams is a financial adviser based in Bathurst, New South Wales, with 19 years of experience in the financial services industry. Gareth is currently authorised under Fortnum Advice Pty Ltd. Gareth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from RMIT University. Gareth is a member of CFP - Certified Financial Planner (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Financial Planning)
RMIT University
2011
Margin Lending and Geared Inv.
Kaplan
2017
SMSF
Financial Education
2019
ALPA
Kaplan
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register