Adam James Middlemis
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000568
- Location
- Bendigo VIC 3550
- Licensee
- Strategem Investment Services Pty. Ltd. (AFSL 244222)
- Authorised since
- 12 July 2021
- First provided advice
- 2009
- Qualifications
- Life Risk Specialist, FPA (2011); CFP Certification, FPA (2016); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 James Middlemis
Adam James Middlemis is a financial adviser in Bendigo, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000568.
The licensee Adam advises under is Strategem Investment Services Pty. Ltd. (AFS licence 244222). That authorisation dates from 12 July 2021.
According to the register, Adam first provided financial advice in 2009. Qualifications and training on file include Life Risk Specialist (FPA, 2011), CFP Certification (FPA, 2016) and Master of Financial Planning (Kaplan Higher Education Pty Ltd, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Middlemis a registered financial adviser?
Yes. Adam James Middlemis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000568.
Which licensee does Adam James Middlemis work under?
Strategem Investment Services Pty. Ltd., Australian financial services licence 244222.
What can Adam James Middlemis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.