Financial Adviser
· BRIGHTON, VIC
Adam Sobczak
No disciplinary history on record with ASIC
BRIGHTON,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234769
About Adam Sobczak
Adam Sobczak is a financial adviser based in Brighton, Victoria, with 11 years of experience in the financial services industry since 2015. Adam is currently authorised under Lifespan Financial Planning. 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 ( Financial Risk Management & International Trade) from Victoria University.
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
2012
Bachelor of Business ( Financial Risk Management & International Trade)
Victoria University
2012
Bachelor of Business (Financial Risk Management/International Trade)
Victoria University
2015
Diploma of Financial Planning (1-3)
KAPLAN Education
2015
Diploma of Financial Planning
Kaplan Professional
2015
Margin Lending Adviser (Personal Advice)
Mentor Education
2016
Margin Lending
- Mentor Education
2017
Advanced Diploma of Financial Planning
Mentor Education
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register