Financial Adviser
· EAST PERTH, WA
Adam Plowman
No disciplinary history on record with ASIC
EAST PERTH,
WA
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259103
Practice
East Perth, WA (practice address on ASIC register)
Licensed through Rmblack
About Adam Plowman
Adam Plowman is a financial adviser based in East Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Adam works at The Trustee For R M Black Morgan Management Unit Trust, which is licensed through Rmblack. Adam holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Adam's qualifications include a ADA1 from KAPLAN. Adam is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
ADA1
KAPLAN
2011
Superannuation
Stockbrokers Association of Australia
2017
DFP5v2 Tax for Financial Advising
KAPLAN
2017
TASACLv1 Commercial Law
KAPLAN
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
Registration History
Authorised to provide personal financial product advice to retail clients on:Derivatives - Level 1.
Source: ASIC Financial Advisers Register