Financial Adviser
· ADELAIDE, SA
Adam John Boon
No disciplinary history on record with ASIC
ADELAIDE,
SA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009204
Adam John Boon is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry since 2018. Adam is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Adam holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Adam's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Advising
Finsia Education
2007
Accredited Derivatives Adviser Level 1
Tribeca
2007
Accredited Derivatives Adviser Level 2
Tribeca
2011
Margin Lending and Gearing Investments
Kaplan Higher Education Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register