Adam Raymond Ordelman – Financial Adviser
Adviser identifying number: 338968
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 13/12/2012
The date the Financial Adviser ceased the appointment: 27/01/2015
Name of the Authorised Representative: ADAM RAYMOND ORDELMAN
Authorised Representative identifying number: 000338968
Authorised Representative’s ABN:
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:
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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: