Financial Adviser · HAMILTON, NSW

Adam Pearsall

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001805

Adam Pearsall is a financial adviser based in Hamilton, New South Wales, with 19 years of experience in the financial services industry. Adam is currently authorised under Fortnum Private Wealth 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 CFP from Financial Planning Association. 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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce (Accounting)
University of Wollongong
2008
Graduate Certificate in Financial Planning
Finsia
2010
Grad Diploma of Applied Finance & GDAF Major in Financial Planning
Kaplan
2011
CFP
Financial Planning Association
2019
SMSF
Kaplan

Registration History

Feb 2019 - Present Current
Apr 2018 - Feb 2019 Ceased
Jan 2011 - Mar 2018 Ceased
May 2007 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register