Adam James Douglas – Financial Adviser

Adviser identifying number: 1239477
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence number: 234630
Licensee’s ABN: 97009475629
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TASMANIAN PERPETUAL TRUSTEES LIMITED
Authorised Representative identifying number: 234630
Authorised Representative’s ABN: 97009475629

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 Business – University of Tasmania
• Bachelor of Economics – University of Tasmania
• Graduate Diploma of Financial Planning – KAPLAN

Relevant memberships of professional bodies or industry associations:

Adam James Douglas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash 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