Financial Adviser
· CHARLESTOWN, NSW
Adam Bennett
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000364366
About Adam Bennett
Adam Bennett is a financial adviser based in Charlestown, New South Wales, with 16 years of experience in the financial services industry since 2010. Adam is currently authorised under Count Financial Limited, operating through Count Financial. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education.
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
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Self-Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
AIW DEALER SERVICES PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PRIMEPLAN SECURITIES PTY LTD
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register