Financial Adviser
· ROBINA, QLD
Adam John Lomas
No disciplinary history on record with ASIC
ROBINA,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250900
Adam John Lomas is a financial adviser based in Robina, Queensland, with 10 years of experience in the financial services industry since 2016. Adam is currently authorised under Rpp Financial Group, operating through Retirement Planning Partners. 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2011
Diploma of Share Trading and Investment
Wealth Within Institute
2020
Master of Financial Planning
Kaplan Higher Education Pty Ltd
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