Financial Adviser
· BURNIE, TAS
Adam Lea Coles
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241444
Adam Lea Coles is a financial adviser based in Burnie, Tasmania, with 22 years of experience in the financial services industry. Adam is currently authorised under Viridian Advisory 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 Master 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Self Managed Superannuation Funds
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ARTHUR J. GALLAGHER (LIFE SOLUTIONS) PTY LTD
Source: ASIC Financial Advisers Register