Financial Adviser
· SYDNEY, NSW
Adam Richard Gauci
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300960
Adam Richard Gauci is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Adam is currently authorised under Matrix Planning Solutions 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 Bachelor of Commerce (Finance) from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Finance)
Macquarie University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2022
Self Managed Superannuation Funds Course (FPE016)
Kaplan Higher Education