Adam James Gillespie
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431156
- Location
- Launceston TAS 7250
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 28 April 2020
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Planning, International Institute of Technology (2014); Accredited Listed Product Adviser Program, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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, derivatives
- Restriction
- Self Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam James Gillespie
On the Financial Advisers Register kept by ASIC, Adam James Gillespie appears as a current financial adviser in Launceston, Tasmania, adviser number 000431156.
Adam provides advice as an authorised representative of Shartru Wealth Management Pty Ltd, which holds Australian financial services licence 422409. That authorisation dates from 28 April 2020.
The register records 2012 as the year Adam first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Planning (International Institute of Technology, 2014) and Accredited Listed Product Adviser Program (Kaplan Professional, 2016).
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.
The register adds a condition to this authorisation: “Self Managed Super Funds.”
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Questions people ask
Is Adam James Gillespie a registered financial adviser?
Yes. Adam James Gillespie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431156.
Which licensee does Adam James Gillespie work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Adam James Gillespie 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; derivatives. It also records this restriction: "Self Managed Super Funds."