Adam Ward Carey – Financial Adviser

Adviser identifying number: 1248917
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: ETHICAL INVESTMENT SERVICES PTY LTD
Licence number: 222690
Licensee’s ABN: 38004531800
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ETHICAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 222690
Authorised Representative’s ABN: 38004531800

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:

• Graduate Diploma – Financial Services Institute of Australasia
• Master of Business Administration – Melbourne Business School
• Master of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Fellow of the Financial Services Institute Australasia

Adam Ward Carey 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