Adam John Goldstien
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248879
- Location
- Bella Vista NSW 2153
- Licensee
- Sga Advice Pty Ltd (AFSL 563673)
- Authorised since
- 23 May 2025
- First provided advice
- 1989
- Qualifications
- Graduate Certificate in Financial Planning, Griffith University (2018); 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law, Griffith University (2019); 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt, Griffith University (2019); 7269AFE/7815AFE Ethics and Professionalism, Griffith University (2019); Master of Financial Planning, Griffith University (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam John Goldstien
On the Financial Advisers Register kept by ASIC, Adam John Goldstien appears as a current financial adviser in Bella Vista, New South Wales, adviser number 000248879.
Advice is given under the Australian financial services licence of Sga Advice Pty Ltd, licence number 563673. That authorisation dates from 23 May 2025.
The register records 1989 as the year Adam first provided financial advice. Qualifications and training on file include Graduate Certificate in Financial Planning (Griffith University, 2018), 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law (Griffith University, 2019) and 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt (Griffith University, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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.
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Questions people ask
Is Adam John Goldstien a registered financial adviser?
Yes. Adam John Goldstien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248879.
Which licensee does Adam John Goldstien work under?
Sga Advice Pty Ltd, Australian financial services licence 563673.
What can Adam John Goldstien 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; standard margin lending.