Financial Adviser
· WEST PERTH, WA
Adam Raymond Brennan
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001257481
Adam Raymond Brennan is a financial adviser based in West Perth, Western Australia, with 9 years of experience in the financial services industry. Adam is currently authorised under Koda Capital 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 Griffith 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Banking & Finance)
Curtin University of Technology
2017
Master of Financial Planning
Griffith University
2021
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register