Adam Geoffrey Griffiths – Financial Adviser
Adviser identifying number: 1237237
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: PRIVATE PORTFOLIO MANAGERS PTY LIMITED
Licence number: 241058
Licensee’s ABN: 50069865827
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE PORTFOLIO MANAGERS PTY LIMITED
Authorised Representative identifying number: 241058
Authorised Representative’s ABN: 50069865827
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:
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Relevant qualifications and training:
- Bachelor of Economic – Macquarie University
- Diploma of Financial Planning – Deakin University/ FPA
- Margin Lending – Kaplan
Relevant memberships of professional bodies or industry associations:
Adam Geoffrey Griffiths is authorised to provide advices on following products:
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services