Adrian Phelan
BOAG ASSET MANAGEMENT PTY LTD · Melbourne VIC 3000 · Advising since 2010
- 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
- 001270759
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BOAG ASSET MANAGEMENT PTY LTD · AFSL 469081Since 5 December 2018
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2010
- Can provide tax (financial) advice
- No
- Memberships
- None recorded
- Further restrictions
- None recorded
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
- Derivatives
- Foreign exchange contracts
- Government debentures, stocks or bonds
- Managed investment schemes, excluding IDPS
- Miscellaneous investment products — MDA services
- Securities
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 2018 – presentBOAG ASSET MANAGEMENT PTY LTD · AFSL 469081
- CEASEDOct 2014 – Oct 2015THE PRACTICE WEALTH MANAGEMENT PTY LTD · AFSL 315598
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
Client Engagement Skills
Kaplan · 2022 · Bridging Course - Behavioural Finance
Economic and Legal Context for Financial Planning
Kaplan · 2022 · Bridging Course - Regulation & Legal Obligations
Graduate Diploma in Financial Planning
Kaplan · 2022 · Graduate Diploma (AQF 8)
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Bridging Course - Ethics
Bachelor of Finance
La Trobe University · 2009
Bachelor of Finance
Latrobe University · 2009
Course in Property (Agents Representative)
RMIT · 2006
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 Adrian Phelan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Adrian Phelan on Souffle yet.
Contacting Adrian Phelan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BOAG ASSET MANAGEMENT PTY LTD · AFSL 469081
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Adrian Phelan claims this profile, their own contact options can appear here.
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.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.