Financial Adviser
· WODONGA, VIC
Adam Milligan
No disciplinary history on record with ASIC
WODONGA,
VIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316383
Licensee
Hamilton Valley, NSW (licence address on ASIC register)
About Adam Milligan
Adam Milligan is a financial adviser based in Wodonga, Victoria. Adam is currently authorised under Iap Financial 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 Bachelor of Arts in International Studies from University of Canberra.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not authorised to provide SMSF Advice
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Arts in International Studies
University of Canberra
2007
Bachelor of Commerce (Financial Planning major)
University of Canberra
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide SMSF Advice
Superannuation excludes SMSF
Self-Managed Superannuation Funds Aged Care Margin Lending & Gearing
Source: ASIC Financial Advisers Register