Financial Adviser · ASHGROVE, QLD

Adam Clarence Massey

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000276723

Currently at

Sydney, NSW

View firm profile

Adam Clarence Massey is a financial adviser based in Ashgrove, Queensland, with 18 years of experience in the financial services industry since 2008. Adam is currently authorised under Wealth Today, operating through Massey Financial Advice. 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 (Hospitality Management) from The University of Queensland. Adam is a member of Australian Institute of Company Directors (AICD) and 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

2000

Bachelor of Business (Hospitality Management)

The University of Queensland

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2010

Margin Lending and Geared Investments

Kaplan Professional

2015

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

2017

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Wealth Today Pty Ltd

Jul 2023 - Present Current

Politis Investment Strategies Pty Ltd

Dec 2021 - Jun 2023 Ceased

Financial product advice restricted as per "Notice of Authorisation" issued

Futuro Financial Services Pty Ltd

Aug 2019 - Nov 2021 Ceased

Charter Financial Planning Limited

Oct 2016 - Aug 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Alliance Wealth Pty Ltd

Nov 2015 - Jul 2016 Ceased

M1-PLAN PTY LTD

May 2015 - Oct 2015 Ceased

Retirewell Financial Planning Pty. Ltd.

Mar 2014 - Mar 2015 Ceased

Fitzpatricks Private Wealth Pty Ltd

Oct 2008 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register