Adrian Matthew Portia
Financial Adviser in Essendon, Victoria, Australia
Review Adrian Matthew Portia
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 number001002920
- Location
- Essendon VIC 3040
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 31 January 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, La Trobe University (2005); Diploma of Financial Services (Financial Planning), Mentor Education (2006); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Adrian Matthew Portia
Adrian Matthew Portia is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Essendon, Victoria (adviser number 001002920).
The licensee Adrian advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 31 January 2022.
The register records 2007 as the year Adrian first provided financial advice. The qualifications listed for Adrian include Bachelor of Business (La Trobe University, 2005), Diploma of Financial Services (Financial Planning) (Mentor Education, 2006) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2024).
Adrian is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adrian Matthew Portia here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adrian Matthew Portia a registered financial adviser?
Yes. Adrian Matthew Portia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002920.
Which licensee does Adrian Matthew Portia work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Adrian Matthew Portia give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.