Financial Adviser · CHERMSIDE, QLD

Adrian Thomas Pollock

CHERMSIDE, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002919

Currently at

Oreana Financial Services

Sydney, NSW (firm address)

View firm profile

Adrian Thomas Pollock is a financial adviser based in Chermside, Queensland, with 25 years of experience in the financial services industry since 2001. Adrian is currently authorised under Oreana Financial Services. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adrian's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Adrian is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business (Banking & Finance)

Queensland University of Technology

2007

Certified Financial Planner

Financial Advice Association of Australia Limited

2011

Margin Lending & Geared Investments

Kaplan Professional

2015

Diploma of Financial Planning

International Institute of Technology

2015

IIT: Specialist Margin Lending Course

International Institute of Technology

2021

FPC002B Ethics & Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Oreana Financial Services Pty Ltd

Nov 2019 - Present Current

Commonwealth Financial Planning Limited

Dec 2015 - Nov 2019 Ceased

Not authorised to provide personal advice on SMSF

Commonwealth Financial Planning Limited

Oct 2003 - Dec 2015 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register