Financial Adviser
· KEW, VIC
Adam Ward Carey
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248917
Adam Ward Carey is a financial adviser based in Kew, Victoria, with 10 years of experience in the financial services industry since 2016. Adam is currently authorised under Ethical 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 Master of Business Administration from Melbourne Business School. Adam is a member of Fellow of the Financial Services Institute Australasia.
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
1990
Graduate Diploma
Financial Services Institute of Australasia
1998
Master of Business Administration
Melbourne Business School
2016
Master of Financial Planning
Deakin University
2019
Ethics for Financial Services
Ethics - Deakin