Financial Adviser · EMU PLAINS, NSW

Adam Troy Tanti

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000319066

Adam Troy Tanti is a financial adviser based in Emu Plains, New South Wales, with 15 years of experience in the financial services industry. Adam is currently authorised under Akumin Financial Planning 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 Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Certificate III in Financial Services

FutureStaff Pty Ltd

2008

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2012

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2012

Margin Lending

Pinnacle Financial Services Academy Pty Ltd

2017

SMSF Specialist Advisor Program

SMSF Association

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2008 - Present Current

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