Financial Adviser
· SYDNEY, NSW
Adam Drinkwater
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241554
Adam Drinkwater is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Adam is currently authorised under Ia Advice 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 Arts (Business) from Liverpool John Moores University. 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
2006
Bachelor of Arts (Business)
Liverpool John Moores University
2006
Bachelor of Arts
Liverpool John Moores University
2013
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Pinnacle
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2026
Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register