Adam Lawrance – Financial Adviser

Adviser identifying number: 1003138
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: JBWERE LTD
Licence number: 341162
Licensee’s ABN: 68137978360
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 19/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JBWERE LTD
Authorised Representative identifying number: 341162
Authorised Representative’s ABN: 68137978360

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:

• ADA Level 1 & 2 – Kaplan
• ADA Level 1 & 2 – Kaplan
• Bachelor of Commerce (Finance & Accounting) – Australian National University
• Bachelor of Commerce (Finance & Accounting) – Australian National University
• Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Kaplan
• Margin Lending Accreditation – Stockbrokers Association of Australia
• Margin Lending Accreditation – Stockbrokers Association of Australia
• Professional Diploma of Stockbroking – Stockbrokers Association of Australia
• Professional Diploma of Stockbroking – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Stockbrokers Association of Australia
• Stockbrokers Association of Australia

Adam Lawrance is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Margin Lending Facility / Standard Margin Lending Facility