Financial Adviser
· BUNBURY, WA
Frederick Cornelius Adlam
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247350
Frederick Cornelius Adlam is a financial adviser based in Bunbury, Western Australia, with 10 years of experience in the financial services industry. Frederick is currently authorised under Interprac Financial Planning Pty Ltd. Frederick 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 (Institusionele Investment) from University of Stellenbosch. Frederick 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
1999
Bachelor of Commerce (Institusionele Investment)
University of Stellenbosch
2000
Bachelor of Commerce (Quantitative Portfolio Management)
University of Stellenbosch
2013
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2015
Diploma of Financial Planning
Monarch Institute
2020
Advanced Diploma of Financial Planning
Monarch Institute
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited