Adam Troy Tanti
Financial Adviser in Emu Plains, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319066
- Location
- Emu Plains NSW 2750
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 October 2008
- First provided advice
- 2011
- Qualifications
- Certificate III in Financial Services, FutureStaff Pty Ltd (2008); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2008); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2012); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2012); SMSF Specialist Advisor Program, SMSF Association (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Troy Tanti
On the Financial Advisers Register kept by ASIC, Adam Troy Tanti appears as a current financial adviser in Emu Plains, New South Wales, adviser number 000319066.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 16 October 2008.
The register records 2011 as the year Adam first provided financial advice. Qualifications and training on file include Certificate III in Financial Services (FutureStaff Pty Ltd, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2012).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Adam Troy Tanti a registered financial adviser?
Yes. Adam Troy Tanti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319066.
Which licensee does Adam Troy Tanti work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Adam Troy Tanti 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."