Mark Anthony Adlam
MGA FINANCIAL PTY LTD · Eastwood NSW 2122 · Advising since 2000
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000235886
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative MGA FINANCIAL PTY LTD (no. 001278748)Since 11 December 2019
- Principal business address
- Eastwood NSW 2122
- First year providing advice
- 2000
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2019 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative MGA FINANCIAL PTY LTD (no. 001278748)
- CEASEDSep 2003 – Dec 2019FINANCIAL WISDOM LIMITED · AFSL 231138
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2022 · Bridging Course - Ethics
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional · 2022 · Bridging Course - Regulation & Legal Obligations
Chartered Tax Adviser
The Tax Institute · 2012 · Professional Designations
Diploma Financial Planning
Financial Planning Association of Australia · 2002 · Diploma (AQF 5)
Bachelor of Commerce
University of New South Wales · 1988 · Bachelor Degree (AQF 7)
Taxation Law ACCT14873
University of New South Wales · 1987 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Mark Anthony Adlam claims the profile.
Reviews
Not yet reviewed
No client has reviewed Mark Anthony Adlam on Souffle yet.
Contacting Mark Anthony Adlam
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MGA FINANCIAL PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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