Data sourced from ASIC Financial Advisers Register
Financial Adviser · LAKE ALBERT, NSW

Adam Ellsmore

16 Years experience
Tax advice
authorised
Currently at
Count Financial Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000384423

Adam Ellsmore is a financial adviser based in Lake Albert, New South Wales, with 16 years of experience in the financial services industry. Adam is currently authorised under Count Financial 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Adam is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2009
Bachelor of Business (Finance and Banking)
Charles Sturt University
2011
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2013
Margin Lending and Geared Investments
Kaplan Higher Education

Registration History

Count Financial Limited
Nov 2014 - Present Current
Count Financial Limited
Sep 2010 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register