Data sourced from ASIC Financial Advisers Register
Financial Adviser · TAMWORTH, NSW

Adam Bruce Penman

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001234408

Adam Bruce Penman is a financial adviser based in Tamworth, New South Wales, with 11 years of experience in the financial services industry. Adam is currently authorised under Akumin Financial Planning Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Margin Lending
Kaplan Higher Education Pty Limited
2020
SMSF Course
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Oct 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Hillross Financial Services Limited
Aug 2015 - Sep 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register