Financial Adviser
· MELBOURNE, VIC
Adrian Phelan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
16
Years experience
ASIC Registered · ADV 001270759
About Adrian Phelan
Adrian Phelan is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Adrian is currently authorised under Boag Asset Management. Adrian holds authorisations to advise on securities, derivatives, foreign exchange and deposit products. Adrian's qualifications include a Bachelor of Finance from La Trobe University.
Authorised to Advise On
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Qualifications and Training
2006
Course in Property (Agents Representative)
RMIT
2009
Bachelor of Finance
La Trobe University
2009
Bachelor of Finance
Latrobe University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Client Engagement Skills
Behavioural Finance - Kaplan
2022
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2022
Graduate Diploma in Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register