Financial Adviser · BELLA VISTA, NSW

Adam John Goldstien

BELLA VISTA, NSW

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248879

Currently at

Skeggs Goldstien Associates

Bella Vista, NSW (firm address)

View firm profile

About Adam John Goldstien

Adam John Goldstien is a financial adviser based in Bella Vista, New South Wales, with 37 years of experience in the financial services industry since 1989. Adam is currently authorised under Sga Advice, operating through Skeggs Goldstien Associates. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Master of Financial Planning from Griffith University. Adam is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018

Graduate Certificate in Financial Planning

Griffith University

2019

7159AFE/7823GBS/7823AFE Principles of Business & Corp Law

Regulation & Legal Obligations - Griffith University

2019

7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt

Behavioural Finance - Griffith University

2019

7269AFE/7815AFE Ethics and Professionalism

Ethics - Griffith University

2019

Master of Financial Planning

Griffith University

Registration History

Sga Advice Pty Ltd

May 2025 - Present Current

Akumin Financial Planning Pty Limited

Jan 2004 - May 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register