Adam Ross Greentree
Financial Adviser in Muswellbrook, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242717
- Location
- Muswellbrook NSW 2333
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 1995
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association (FPA) (1994); Master of Financial Planning, University of Sunshine Coast (2007); RG146 Margin Lending, MLC ThreeSixty (2011)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Ross Greentree
Adam Ross Greentree is a financial adviser in Muswellbrook, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242717.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
According to the register, Adam first provided financial advice in 1995. The qualifications listed for Adam include Certified Financial Planner (CFP) (Financial Planning Association (FPA), 1994), Master of Financial Planning (University of Sunshine Coast, 2007) and RG146 Margin Lending (MLC ThreeSixty, 2011). 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 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 Ross Greentree a registered financial adviser?
Yes. Adam Ross Greentree is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242717.
Which licensee does Adam Ross Greentree work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Adam Ross Greentree 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.