Financial Adviser · HOBART, TAS

Adam Christopher Winstone

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001256675

Adam Christopher Winstone is a financial adviser based in Hobart, Tasmania, with 9 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 Master of Commerce (Financial Planning) from Charles Sturt University.

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

2011

Bachelor of Business

University of Tasmania

2017

Master of Commerce (Financial Planning)

Charles Sturt University

2019

SuperConcepts Specialist SMSF Course

University of Adelaide

2022

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2017 - Present Current

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