Adam Sobczak
Financial Adviser in Brighton, Victoria, Australia
Review Adam Sobczak
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001234769
- Location
- Brighton VIC 3186
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2026
- First provided advice
- 2015
- Qualifications
- Bachelor of Business ( Financial Risk Management & International Trade), Victoria University (2012); Bachelor of Business (Financial Risk Management/International Trade), Victoria University (2012); Diploma of Financial Planning (1-3), KAPLAN Education (2015); Diploma of Financial Planning, Kaplan Professional (2015); Margin Lending Adviser (Personal Advice), Mentor Education (2015); Margin Lending, Mentor Education (2016); Advanced Diploma of Financial Planning, Mentor Education (2017); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Sobczak
Adam Sobczak is a financial adviser in Brighton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001234769.
Adam provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 1 July 2026.
According to the register, Adam first provided financial advice in 2015. Qualifications and training on file include Bachelor of Business ( Financial Risk Management & International Trade) (Victoria University, 2012), Bachelor of Business (Financial Risk Management/International Trade) (Victoria University, 2012) and Diploma of Financial Planning (1-3) (KAPLAN Education, 2015).
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.
Reviews
Nobody has reviewed Adam Sobczak here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adam Sobczak a registered financial adviser?
Yes. Adam Sobczak is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234769.
Which licensee does Adam Sobczak work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Adam Sobczak 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.