Financial Adviser
· HERMIT PARK, QLD
Adam Barnes
No disciplinary history on record with ASIC
HERMIT PARK,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273290
About Adam Barnes
Adam Barnes is a financial adviser based in Hermit Park, Queensland, with 8 years of experience in the financial services industry since 2018. Adam is currently authorised under My Fortress, operating through My Fortress (Townsville). 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 Bachelor of Business (Accounting) from James Cook University.
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
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Bachelor of Business (Accounting)
James Cook University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Superannuation and Retirement
Kaplan Professional
2023
Client Engagement Skills
Behavioural Finance - Kaplan Professional