Adrian Thomas Pollock
Financial Adviser in Chermside, Queensland, Australia
Review Adrian Thomas Pollock
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 number001002919
- Location
- Chermside QLD 4032
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 22 November 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Banking & Finance), Queensland University of Technology (2001); Certified Financial Planner, Financial Advice Association of Australia Limited (2007); Margin Lending & Geared Investments, Kaplan Professional (2011); Diploma of Financial Planning, International Institute of Technology (2015); IIT: Specialist Margin Lending Course, International Institute of Technology (2015); FPC002B Ethics & Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Master of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Adrian Thomas Pollock
On the Financial Advisers Register kept by ASIC, Adrian Thomas Pollock appears as a current financial adviser in Chermside, Queensland, adviser number 001002919.
The licensee Adrian advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 22 November 2019.
According to the register, Adrian first provided financial advice in 2001. Qualifications and training on file include Bachelor of Business (Banking & Finance) (Queensland University of Technology, 2001), Certified Financial Planner (Financial Advice Association of Australia Limited, 2007) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Adrian is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adrian Thomas Pollock here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adrian Thomas Pollock a registered financial adviser?
Yes. Adrian Thomas Pollock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002919.
Which licensee does Adrian Thomas Pollock work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Adrian Thomas Pollock 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; foreign exchange contracts.