Financial Adviser
· WEST PERTH, WA
Adam Lyall Cleland
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312926
Adam Lyall Cleland is a financial adviser based in West Perth, Western Australia, with 1 year of experience in the financial services industry. Adam is currently authorised under Seneco Financial Services 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 Bachelor of Commerce (Finance and Management) from Curtin 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
2017
Bachelor of Commerce (Finance and Management)
Curtin University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd