Adam Stanley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000812
- Location
- Melbourne VIC 3008
- Licensee
- Pitcher Partners Investment Services Pty. Ltd. (AFSL 229887)
- Authorised since
- 21 June 2003
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Victoria University (1996); Certified Financial Planner, Financial Planning Association of Australia (2004); Graduate Diploma of Chartered Accounting, Chartered Accountants Australia and New Zealand (2008); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Stanley
Adam Stanley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001000812).
Adam provides advice as an authorised representative of Pitcher Partners Investment Services Pty. Ltd., which holds Australian financial services licence 229887. The current authorisation started on 21 June 2003.
According to the register, Adam first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Accounting) (Victoria University, 1996), Certified Financial Planner (Financial Planning Association of Australia, 2004) and Graduate Diploma of Chartered Accounting (Chartered Accountants Australia and New Zealand, 2008). Adam is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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 10 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 Stanley a registered financial adviser?
Yes. Adam Stanley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000812.
Which licensee does Adam Stanley work under?
Pitcher Partners Investment Services Pty. Ltd., Australian financial services licence 229887.
What can Adam Stanley 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; derivatives.