Gareth Ryan Adams
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319949
- Location
- Bathurst NSW 2795
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 8 December 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2006); Margin Lending and Geared Inv., Kaplan (2011); SMSF, Financial Education (2017); ALPA, Kaplan (2019); FPC002B, Kaplan Higher Education (2025)
- Memberships
- CFP - Certified Financial Planner (FPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gareth Ryan Adams
Gareth Ryan Adams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bathurst, New South Wales (adviser number 000319949).
The licensee Gareth advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 8 December 2020.
According to the register, Gareth first provided financial advice in 2007. The qualifications listed for Gareth include Bachelor of Business (Financial Planning) (RMIT University, 2006), Margin Lending and Geared Inv. (Kaplan, 2011) and SMSF (Financial Education, 2017). Gareth is recorded as a member of CFP – Certified Financial Planner (FPA).
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.
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Questions people ask
Is Gareth Ryan Adams a registered financial adviser?
Yes. Gareth Ryan Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319949.
Which licensee does Gareth Ryan Adams work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Gareth Ryan Adams 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.