Adam Jeffery McMahon
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264698
- Location
- Sydney NSW 2000
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 25 February 2004
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, Macquarie University (1996); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (1998); Certified Financial Planner, Financial Planning Association of Australia Limited (2000); Self Managed Superannuation Funds, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Jeffery McMahon
On the Financial Advisers Register kept by ASIC, Adam Jeffery McMahon appears as a current financial adviser in Sydney, New South Wales, adviser number 000264698.
The licensee Adam advises under is Ri Advice Group Pty Ltd (AFS licence 238429). The current authorisation started on 25 February 2004.
The register records 1998 as the year Adam first provided financial advice. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1996), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1998) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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 Jeffery McMahon a registered financial adviser?
Yes. Adam Jeffery McMahon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264698.
Which licensee does Adam Jeffery McMahon work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Adam Jeffery McMahon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.