Adam Raymond Ordelman – Financial Adviser
Adviser identifying number: 338968
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: PWM ADVISOR SERVICES PTY LTD
Licence number: 334846
Licensee’s ABN: 16133921187
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PWM ADVISOR SERVICES PTY LTD
Authorised Representative identifying number: 334846
Authorised Representative’s ABN: 16133921187
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:
- Associated Diploma of Business (Accounting) – Swinburne University
- Certified Responsible Investment Advisor – Responsible Investment Association of Australia (RIAA)
- Diploma of Financial Planning (DFP) – Deakin University
- SMSF Strategies Specialist Adviser – SMSF Strategies
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Responsible Investment Association of Australia (RIAA)
Adam Raymond Ordelman 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, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility