Financial Adviser
· MAROOCHYDORE, QLD
Glenn Adams
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310243
Glenn Adams is a financial adviser based in Maroochydore, Queensland, with 19 years of experience in the financial services industry since 2007. Glenn is currently authorised under Putting Planning Into Practice. Glenn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Glenn's qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional.
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
2006
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Self-Managed Superannuation
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
ASX Listed Products Accreditation Course (LPAC)
LPACOnline
2018
Margin Lending Adviser (Personal Advice)
Mentor Education
Registration History
SENTINEL PRIVATE WEALTH PTY LTD
MERITUM FINANCIAL GROUP PTY LTD
ELDERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register