Financial Adviser
· WERRIBEE, VIC
Adam Bordignon
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312382
Adam Bordignon is a financial adviser based in Werribee, Victoria, with 19 years of experience in the financial services industry. Adam is currently authorised under Bee Financial 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. 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
2007
Advanced Diploma Financial Services (Financial Planning)
Kaplan Professional
2007
Diploma Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Financial Essentials
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional