Adam Wesek
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000374682
- Location
- Sydney NSW 2000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 October 2022
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Planning, Deakin University (2002); Margin Lending and Geared Investments, Kaplan Professional Education (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2013)
- 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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Wesek
Adam Wesek is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000374682.
The licensee Adam advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 14 October 2022.
The register records 1999 as the year Adam first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Deakin University, 2002), Margin Lending and Geared Investments (Kaplan Professional Education, 2012) and Self Managed Superannuation Funds (Kaplan Professional Education, 2013).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Adam Wesek a registered financial adviser?
Yes. Adam Wesek is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000374682.
Which licensee does Adam Wesek work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Adam Wesek 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."