Adam Peter Smith – Financial Adviser
Adviser identifying number: 1001219
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Licence number: 229238
Licensee’s ABN: 96006574572
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/05/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 229238
Authorised Representative’s ABN: 96006574572
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business Financial Planning – Royal Melbourne Insitute of Technology
- master of Applied Finance – Charles Sturt University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Adam Peter Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility