Adam Clarence Massey
Financial Adviser in Ashgrove, Queensland, Australia
Review Adam Clarence Massey
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000276723
- Location
- Ashgrove QLD 4060
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 1 July 2023
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Hospitality Management), The University of Queensland (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2015); Self Managed Superannuation Funds, Kaplan Professional (2017)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Clarence Massey
Adam Clarence Massey is a financial adviser in Ashgrove, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000276723.
Adam provides advice as an authorised representative of Wealth Today Pty Ltd, which holds Australian financial services licence 340289. The current authorisation started on 1 July 2023.
According to the register, Adam first provided financial advice in 2008. The qualifications listed for Adam include Bachelor of Business (Hospitality Management) (The University of Queensland, 2000), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Adam is recorded as a member of Australian Institute of Company Directors (AICD) and Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adam Clarence Massey here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adam Clarence Massey a registered financial adviser?
Yes. Adam Clarence Massey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276723.
Which licensee does Adam Clarence Massey work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Adam Clarence Massey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.