Financial Adviser
· BELLA VISTA, NSW
Adam John Goldstien
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248879
Adam John Goldstien is a financial adviser based in Bella Vista, New South Wales, with 37 years of experience in the financial services industry. Adam is currently authorised under Sga Advice Pty Ltd. Adam 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 Master of Financial Planning from Griffith University. Adam is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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
2018
Graduate Certificate in Financial Planning
Griffith University
2019
7159AFE/7823GBS/7823AFE Principles of Business & Corp Law
Regulation & Legal Obligations - Griffith University
2019
7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt
Behavioural Finance - Griffith University
2019
7269AFE/7815AFE Ethics and Professionalism
Ethics - Griffith University
2019
Master of Financial Planning
Griffith University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register