Financial Adviser
· SYDNEY, NSW
Adam Jeffery Mcmahon
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264698
Adam Jeffery Mcmahon is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Adam is currently authorised under Ri Advice Group 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Adam is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Economics
Macquarie University
1998
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2000
Certified Financial Planner
Financial Planning Association of Australia Limited
2014
Self Managed Superannuation Funds
Kaplan Professional Education