Financial Adviser
· PERTH, WA
Adam Mcredmond
No disciplinary history on record with ASIC
PERTH,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000386598
About Adam Mcredmond
Adam Mcredmond is a financial adviser based in Perth, Western Australia, with 15 years of experience in the financial services industry since 2011. Adam is currently authorised under Integro Holdings (WA). 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 Commerce (Commercial Law, Finance and Financial Planning) from Deakin 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
2010
Bachelor of Commerce (Commercial Law, Finance and Financial Planning)
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
Registration History
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