Financial Adviser
· NEWCASTLE, NSW
Adam Metcalfe
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001319147
Adam Metcalfe is a financial adviser based in Newcastle, New South Wales. Adam is currently authorised under Prosperity Wealth Advisory 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 (Finance & Economics) from University of Newcastle. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce (Finance & Economics)
University of Newcastle
2025
Graduate Diploma in Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register