Financial Adviser · NORTH RYDE, NSW

Adam Sebastian Forsberg

NORTH RYDE, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000304855

Currently at

Bluewater Financial Advisors

Sydney, NSW (firm address)

View firm profile

About Adam Sebastian Forsberg

Adam Sebastian Forsberg is a financial adviser based in North Ryde, New South Wales, with 20 years of experience in the financial services industry since 2006. Adam is currently authorised under Bluewater Financial Advisors. 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 Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty. Adam 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

ThreeSixty

2005

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

Registration History

Bluewater Financial Advisors Pty Ltd

Sep 2022 - Present Current

Chaucer Group Pty Ltd

Jan 2018 - Sep 2022 Ceased

Fiducian Financial Services Pty Ltd

Jan 2017 - Jan 2018 Ceased

Nil.

SENTINEL PRIVATE WEALTH PTY LTD

Oct 2014 - Jan 2017 Ceased

FORTE PRIVATE WEALTH PTY LTD

Jul 2014 - Sep 2014 Ceased

Millennium 3 Financial Services Pty Ltd

Oct 2013 - Jun 2014 Ceased

Akumin Financial Planning Pty Limited

Dec 2012 - Apr 2013 Ceased

Charter Financial Planning Limited

May 2011 - Feb 2012 Ceased

WEALTHSURE PTY LTD

Jan 2008 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register