Adam Halbert – Financial Adviser
Adviser identifying number: 1002709
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 237504
Authorised Representative’s ABN: 41002574923
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:
- Advice Project – FINSIA
- Deposit Products and Non-Cash payments – Financial Education Professionals
- Financial Advice Principles – FINSIA
- Financial Markets and Economics – FINSIA
- Stock Market and Products – FINSIA
Relevant memberships of professional bodies or industry associations:
Adam Halbert is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Securities