Adam John Passwell – Financial Adviser
Adviser identifying number: 238131
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: HALES DOUGLASS FINANCIAL SERVICES PTY LTD
Licence number: 290618
Licensee’s ABN: 49097735487
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/09/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HALES DOUGLASS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 290618
Authorised Representative’s ABN: 49097735487
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 in Financial Planning – Deakin University
- Bachelor of Economics, Double major in Economics and Business Law – Macquarie University
- Estate Planning Specialist Adviser – University Technology Sydney
- SMSF Specialist Adviser – SMSF Strategies & SPAA
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- SMSF Association
Adam John Passwell 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, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products