Financial Adviser
· EAST PERTH, WA
Adam Pontague
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004454
Adam Pontague is a financial adviser based in East Perth, Western Australia, with 12 years of experience in the financial services industry. Adam is currently authorised under Efg Advice Australia 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 Master of Financial Planning from Curtin University. 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce, majoring in Property
Curtin University
2012
Master of Financial Planning
Curtin University
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education