Financial Adviser · CHARLESTOWN, NSW

Adam Nash

28 Years experience

Tax advice
authorised

Currently at

Australian Financial Planning Group Pty Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 000257651

Adam Nash is a financial adviser based in Charlestown, New South Wales, with 28 years of experience in the financial services industry. Adam is currently authorised under Australian Financial Planning Group Pty Limited. 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 Certified Financial Planner from FPA/Deakin University. Adam is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation: Excludes Self-Managed Super Fund advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

FPA/Deakin University

2010

Certified Financial Planner

FPA/Deakin University

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Australian Financial Planning Group Pty Limited

Oct 2024 - Present Current

Superannuation: Excludes Self-Managed Super Fund advice.

Consultum Financial Advisers Pty Ltd

Sep 2022 - Oct 2024 Ceased

Superannuation: Excludes Self-Managed Super Fund advice.

Aware Financial Services Australia Limited

Dec 2019 - Aug 2022 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jun 2008 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register