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