Financial Adviser
· LAUNCESTON, TAS
Adam James Gillespie
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000431156
Adam James Gillespie is a financial adviser based in Launceston, Tasmania, with 14 years of experience in the financial services industry. Adam is currently authorised under Shartru Wealth Management 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Restrictions: Self Managed Super Funds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Self Managed Super Funds
Not authorised to provide personal advice on SMSF, Standard Margin Lending
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register