Adam Pearsall
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001805
- Location
- Hamilton NSW 2303
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 18 February 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Accounting), University of Wollongong (2003); Graduate Certificate in Financial Planning, Finsia (2008); Grad Diploma of Applied Finance & GDAF Major in Financial Planning, Kaplan (2010); SMSF, Kaplan (2019)
- Memberships
- 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 Pearsall
Adam Pearsall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hamilton, New South Wales (adviser number 001001805).
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 18 February 2019.
According to the register, Adam first provided financial advice in 2007. The qualifications listed for Adam include Bachelor of Commerce (Accounting) (University of Wollongong, 2003), Graduate Certificate in Financial Planning (Finsia, 2008) and Grad Diploma of Applied Finance & GDAF Major in Financial Planning (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Adam is authorised to advise 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 Pearsall a registered financial adviser?
Yes. Adam Pearsall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001805.
Which licensee does Adam Pearsall work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Adam Pearsall 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.