Glenn Adams
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310243
- Location
- Maroochydore QLD 4558
- Licensee
- Putting Planning Into Practice Pty Ltd (AFSL 529426)
- Authorised since
- 1 July 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Self-Managed Superannuation, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2016); ASX Listed Products Accreditation Course (LPAC), LPACOnline (2018); Margin Lending Adviser (Personal Advice), Mentor Education (2018)
- 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 Glenn Adams
Glenn Adams is a financial adviser in Maroochydore, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000310243.
Advice is given under the Australian financial services licence of Putting Planning Into Practice Pty Ltd, licence number 529426. That authorisation dates from 1 July 2021.
The register records 2007 as the year Glenn first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006), Self-Managed Superannuation (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016).
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 Glenn Adams a registered financial adviser?
Yes. Glenn Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310243.
Which licensee does Glenn Adams work under?
Putting Planning Into Practice Pty Ltd, Australian financial services licence 529426.
What can Glenn 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.