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:

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