Adam James McCarthy
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000280469
- Location
- Brisbane QLD 4000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 12 November 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting), Queensland University of Technology (1999); Graduate diploma in financial planning, Securities Institute of Australia (2003); Graduate Diploma of Applied Finance and Investment, FINSIA (2006); Certified Financial Planner, Financial Planning Association (FPA) (2013); Ethics and professionalism in financial advice, Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam James McCarthy
Adam James McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 000280469).
Advice is given under the Australian financial services licence of Unisuper Management Pty. Ltd., licence number 235907. The current authorisation started on 12 November 2009.
According to the register, Adam first provided financial advice in 2004. The qualifications listed for Adam include Bachelor of Business (Accounting) (Queensland University of Technology, 1999), Graduate diploma in financial planning (Securities Institute of Australia, 2003) and Graduate Diploma of Applied Finance and Investment (FINSIA, 2006). Adam is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam James McCarthy a registered financial adviser?
Yes. Adam James McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000280469.
Which licensee does Adam James McCarthy work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Adam James McCarthy 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.