Alison ST Claire Adamson
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332054
- Location
- Robina QLD 4226
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 February 2018
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Planning, Kaplan Professional Education (2011); Margin Lending and Geared Investments, Kaplan Professional (2012); Graduate Diploma of Financial Planning, Kaplan Professional (2020); Master of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison ST Claire Adamson
On the Financial Advisers Register kept by ASIC, Alison ST Claire Adamson appears as a current financial adviser in Robina, Queensland, adviser number 000332054.
The licensee Alison advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 16 February 2018.
According to the register, Alison first provided financial advice in 2008. The qualifications listed for Alison include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Alison ST Claire Adamson a registered financial adviser?
Yes. Alison ST Claire Adamson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332054.
Which licensee does Alison ST Claire Adamson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Alison ST Claire Adamson 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."