Financial Adviser
· BENDIGO, VIC
Adam James Middlemis
No disciplinary history on record with ASIC
BENDIGO,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000568
Adam James Middlemis is a financial adviser based in Bendigo, Victoria, with 17 years of experience in the financial services industry since 2009. Adam is currently authorised under Strategem Investment Services. 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 CFP Certification from FPA. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Life Risk Specialist
FPA
2016
CFP Certification
FPA
2016
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register