Financial Adviser · CREMORNE, NSW

Adam Edward Faulkner

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000392549

Adam Edward Faulkner is a financial adviser based in Cremorne, New South Wales, with 18 years of experience in the financial services industry. Adam is currently authorised under Life Money Co Services 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 Bachelor of Commerce (Land Economy) from University of Western Sydney.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce (Land Economy)
University of Western Sydney
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2020
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Apr 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2019 - Apr 2020 Ceased
No Restrictions
Feb 2015 - May 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jan 2013 - Jan 2015 Ceased
Dec 2010 - Dec 2012 Ceased
Jun 2010 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register