Robert Bruce Adlam
Financial Adviser in Lambton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341083
- Location
- Lambton NSW 2299
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 February 2020
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Planning, Mentor Education (2015)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Bruce Adlam
Robert Bruce Adlam is a financial adviser in Lambton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000341083.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 1 February 2020.
The register records 2009 as the year Robert first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Advanced Diploma of Financial Planning (Mentor Education, 2015). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Robert Bruce Adlam a registered financial adviser?
Yes. Robert Bruce Adlam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341083.
Which licensee does Robert Bruce Adlam work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Robert Bruce Adlam 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."