Financial Adviser
· ESSENDON, VIC
Adrian Matthew Portia
No disciplinary history on record with ASIC
ESSENDON,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002920
About Adrian Matthew Portia
Adrian Matthew Portia is a financial adviser based in Essendon, Victoria, with 19 years of experience in the financial services industry since 2007. Adrian is currently authorised under Fortnum Private Wealth. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adrian's qualifications include a Bachelor of Business from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
La Trobe University
2006
Diploma of Financial Services (Financial Planning)
Mentor Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register