Financial Adviser
· HOBART, TAS
Adam James Douglas
No disciplinary history on record with ASIC
HOBART,
TAS
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239477
About Adam James Douglas
Adam James Douglas is a financial adviser based in Hobart, Tasmania, with 10 years of experience in the financial services industry since 2016. Adam is currently authorised under Integrity Financial Planners. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Bachelor of Business/Bachelor of Economics from University of Tasmania. Adam is a member of Financial Advice Association of Australia (FAAA).
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
2011
Bachelor of Business/Bachelor of Economics
University of Tasmania
2015
Graduate Diploma of Financial Planning
Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GWM ADVISER SERVICES PTY LTD
This Adviser is not authorised to provide advice on Self Managed Superannuation Funds or Margin Lending.
Self Managed Super Funds
Source: ASIC Financial Advisers Register