Adam Francis Gotsalks
Financial Adviser in Eltham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000997
- Location
- Eltham VIC 3095
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 12 January 2022
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Markets, Securities Institute (2002); Graduate Diploma of Financial Planning, Kaplan (formerly FINSIA) (2007)
- 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, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Francis Gotsalks
Adam Francis Gotsalks is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Eltham, Victoria (adviser number 001000997).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 12 January 2022.
According to the register, Adam first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 2002) and Graduate Diploma of Financial Planning (Kaplan (formerly FINSIA), 2007). Adam is recorded as a member of 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 government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Adam Francis Gotsalks a registered financial adviser?
Yes. Adam Francis Gotsalks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000997.
Which licensee does Adam Francis Gotsalks work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Adam Francis Gotsalks give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."