Angelo Adam
Financial Adviser in Brookvale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000443173
- Location
- Brookvale NSW 2100
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 20 December 2018
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2013); Bachelor of Business & Commerce (Economics & Finance), University of Western Sydney (2014); Accredited Listed Product Adviser Program, Kaplan Professional Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Angelo Adam
Angelo Adam is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brookvale, New South Wales (adviser number 000443173).
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 20 December 2018.
The register records 2013 as the year Angelo first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2013), Bachelor of Business & Commerce (Economics & Finance) (University of Western Sydney, 2014) and Accredited Listed Product Adviser Program (Kaplan Professional Education, 2019). Angelo is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Angelo Adam a registered financial adviser?
Yes. Angelo Adam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443173.
Which licensee does Angelo Adam work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Angelo Adam 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.