Adrian Kenneth Pearce
Financial Adviser in Knoxfield, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250910
- Location
- Knoxfield VIC 3180
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Self Managed Superannuation Funds, Tribeca (2005); Certificate IV Financial Services (Finance/Mortgage Broking), Traineeship Management Australia (TMA) (2008); Diploma of Financial Services (Finance/Mortgage Broking Management), Traineeship Management Australia (TMA) (2012); 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 Adrian Kenneth Pearce
Adrian Kenneth Pearce is a financial adviser in Knoxfield, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000250910.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 January 2004.
According to the register, Adrian first provided financial advice in 1989. The qualifications listed for Adrian include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001), Self Managed Superannuation Funds (Tribeca, 2005) and Certificate IV Financial Services (Finance/Mortgage Broking) (Traineeship Management Australia (TMA), 2008).
Adrian 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.
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 Adrian Kenneth Pearce a registered financial adviser?
Yes. Adrian Kenneth Pearce is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250910.
Which licensee does Adrian Kenneth Pearce work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Adrian Kenneth Pearce 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."