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  3. Adam John Mccann

Adam John Mccann

Name
Adam John Mccann
ID
253028
ABN
–
First Provided Advice
1993

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1997 - Certified Financial Planner - - Financial Planning Association of Australia
  • 1997 - Diploma of Financial Planning - - Deakin University
  • 2003 - Self Managed Superannuation Funds - - Kaplan Professional Education
  • 2008 - ASX Listed Product Accreditation Course - - Kaplan Professional Education
  • 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Infinity Capital Solutions Pty Ltd (#515762)
Commenced
Sept. 9, 2019
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Viridian Advisory Pty Ltd (#476223)
Commenced
July 1, 2022
Ceased
July 9, 2023
Status
Current
Licence Holder
Bfs Group (sa) Pty ltd (#546006)
Commenced
July 10, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
Dec. 18, 2009
Ceased
Nov. 30, 2012
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
Dec. 3, 2012
Ceased
Sept. 6, 2019