Adam Kevin Lynch – Financial Adviser
Adviser identifying number: 1251291
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: CRAIGS INVESTMENT PARTNERS LIMITED
Licence number: 363407
Licensee’s ABN:
Licence controlled by: CRAIGS INVESTMENT PARTNERS LIMITED
The date the Financial Adviser commenced the appointment: 05/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRAIGS INVESTMENT PARTNERS LIMITED
Authorised Representative identifying number: 363407
Authorised Representative’s ABN:
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 Arts – University of San Diego, California
- Certificate of Authorisation – AFA – Financial Markets Authority
- Series 65 Uniform Investment Adviser Law Examination – FINRA
- Series 7 General Securities Representative Examination – FINRA
Relevant memberships of professional bodies or industry associations: NZX Associate Adviser
Adam Kevin Lynch is authorised to provide advices on following products:
- Derivatives
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Securities