Gregory Thomas Adams
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250305
- Location
- Norwest NSW 2153
- Licensee
- Adams Triglone Pty Limited (AFSL 487370)
- Authorised since
- 5 December 2016
- First provided advice
- 2016
- Qualifications
- Bachelor Of Business, University of Western Sydney (1988); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (1991); Diploma of Financial Planning, Kaplan Professional (2016); Client Engagement Skills, Kaplan Professional (2024); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Thomas Adams
On the Financial Advisers Register kept by ASIC, Gregory Thomas Adams appears as a current financial adviser in Norwest, New South Wales, adviser number 001250305.
The licensee Gregory advises under is Adams Triglone Pty Limited (AFS licence 487370). The current authorisation started on 5 December 2016.
The register records 2016 as the year Gregory first provided financial advice. Qualifications and training on file include Bachelor Of Business (University of Western Sydney, 1988), Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 1991) and Diploma of Financial Planning (Kaplan Professional, 2016). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gregory Thomas Adams a registered financial adviser?
Yes. Gregory Thomas Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250305.
Which licensee does Gregory Thomas Adams work under?
Adams Triglone Pty Limited, Australian financial services licence 487370.
What can Gregory Thomas Adams give advice on?
The register lists these advice areas: self-managed superannuation funds.