Financial Adviser · LAMBTON, NSW

Robert Bruce Adlam

17 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000341083

Robert Bruce Adlam is a financial adviser based in Lambton, New South Wales, with 17 years of experience in the financial services industry. Robert is currently authorised under Capstone Financial Planning Pty Ltd. Robert 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 Planning from Mentor Education. Robert 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: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2015

Advanced Diploma of Financial Planning

Mentor Education

Registration History

Capstone Financial Planning Pty Ltd

Feb 2020 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Financial Wisdom Limited

Sep 2009 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register