Frederick Adams Financial Planner Report

Name:
Frederick David Adams

Rep Number:
000227615

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-10-31 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Superannuation

Qualifications
Pinnacle
ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds
Securities Institute
Financial Planning Proper Authority Course
Financial Essentials
Financial Services Training Package
Central Queensland University
Graduate Diploma of Management

Memberships
Chartered Accountants Australia and New Zealand (CA)