Adam John Lomas – Financial Adviser

Adviser identifying number: 1250900
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: IPAC SECURITIES LIMITED
Licence number: 234656
Licensee’s ABN: 30008587595
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 23/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPAC SECURITIES LIMITED
Authorised Representative identifying number: 234656
Authorised Representative’s ABN: 30008587595

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:

  • Advanced Diploma (Other) (Qualification) – Wealth Within Institute
  • Bachelor of Commerce (Financial Planning and Investments) (Qualification) – Griffith University
  • Diploma of Share Trading and Investment (Qualification) – Wealth Within Institute

Relevant memberships of professional bodies or industry associations:

Adam John Lomas is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Securities
  • Superannuation