Frederick David Adams – Financial Adviser

Adviser identifying number: 227615
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002

The date the Financial Adviser commenced the appointment: 31/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Frederick David Adams is authorised to provide advices on following products:

  • Superannuation