ADAM SEBASTIAN FORSBERG

Licensee: CHAUCER GROUP PTY LTD

ADAM SEBASTIAN FORSBERG (Adviser# 000304855) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 31, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM SEBASTIAN FORSBERG
Adviser Number 000304855
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000480318
CHAUCER GROUP PTY LTD
Adviser Start Date 2018-01-31
Appointing Representative Name FORSBERG FINANCIAL SERVICES PTY LTD
Appointing Representative Number 001261603
Appointing Representative ABN 32600293712

Authorisations to provide financial product advice

  • ADAM SEBASTIAN FORSBERG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) ThreeSixty
Diploma of Financial Services (Financial Planning) ThreeSixty

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480318 CHAUCER GROUP PTY LTD 2018-01-31 - FORSBERG FINANCIAL SERVICES PTY LTD
000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED
Further restrictions: Nil.
2017-01-10 - 2018-01-31 FIDUCIAN FINANCIAL SERVICES PTY LTD
000344762 SENTINEL PRIVATE WEALTH PTY LTD 2014-10-01 - 2017-01-09 SENTINEL PRIVATE WEALTH PTY LTD
000414399 FORTE PRIVATE WEALTH PTY LTD 2014-07-01 - 2014-09-30 ADAM SEBASTIAN FORSBERG
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2013-10-29 - 2014-06-30 ADAM SEBASTIAN FORSBERG
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2012-12-12 - 2013-04-29 ADAM SEBASTIAN FORSBERG
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2011-05-16 - 2012-02-17 ADAM SEBASTIAN FORSBERG
000238030 WEALTHSURE PTY LTD 2008-01-24 - 2010-01-19 ADAM SEBASTIAN FORSBERG

Licensee Information

Licence Name CHAUCER GROUP PTY LTD
Licence Number 000480318

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.