Financial Adviser
· BROOKVALE, NSW
Angelo Adam
No disciplinary history on record with ASIC
BROOKVALE,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443173
Angelo Adam is a financial adviser based in Brookvale, New South Wales, with 13 years of experience in the financial services industry since 2013. Angelo is currently authorised under Consultum Financial Advisers. Angelo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angelo's qualifications include a Bachelor of Business & Commerce (Economics & Finance) from University of Western Sydney. Angelo is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Kaplan Professional Education
2014
Bachelor of Business & Commerce (Economics & Finance)
University of Western Sydney
2019
Accredited Listed Product Adviser Program
Kaplan Professional Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited