Adam Ellsmore
Financial Adviser in Lake Albert, New South Wales, Australia
Review Adam Ellsmore
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 number000384423
- Location
- Lake Albert NSW 2650
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 24 November 2014
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Finance and Banking), Charles Sturt University (2009); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Margin Lending and Geared Investments, Kaplan Higher Education (2013)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Ellsmore
Adam Ellsmore is a financial adviser in Lake Albert, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000384423.
Adam provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 24 November 2014.
The register records 2010 as the year Adam first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance and Banking) (Charles Sturt University, 2009), 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2011) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice 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 Ellsmore here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adam Ellsmore a registered financial adviser?
Yes. Adam Ellsmore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000384423.
Which licensee does Adam Ellsmore work under?
Count Financial Limited, Australian financial services licence 227232.
What can Adam Ellsmore 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.