Alicia Adams
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414815
- Location
- Deakin ACT 2600
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 5 July 2023
- First provided advice
- 2011
- Qualifications
- Bachelor of Arts, University of Melbourne (2007); Bachelor of Commerce, University of Melbourne (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Alicia Adams
On the Financial Advisers Register kept by ASIC, Alicia Adams appears as a current financial adviser in Deakin, Australian Capital Territory, adviser number 000414815.
Alicia provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 5 July 2023.
The register records 2011 as the year Alicia first provided financial advice. The qualifications listed for Alicia include Bachelor of Arts (University of Melbourne, 2007), Bachelor of Commerce (University of Melbourne, 2007) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alicia Adams a registered financial adviser?
Yes. Alicia Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414815.
Which licensee does Alicia Adams work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Alicia Adams give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.