Financial Adviser · WEST MOONAH, TAS

Adam Paul French

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002611

Adam Paul French is a financial adviser based in West Moonah, Tasmania, with 25 years of experience in the financial services industry. Adam is currently authorised under Advice Evolution 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 Bachelor of Commerce (Accounting & Marketing) 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce (Accounting & Marketing)
University of Tasmania
2005
Diploma of Financial Advising
FINSIA
2006
Diploma of Financial Services (Financial Planning)
AMP Financial Services

Registration History

Jan 2023 - Present Current
Jul 2020 - Jan 2023 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Jun 2010 - May 2020 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2007 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register