HomeFinancial AdvisersAdam Raymond Ordelman – Financial Adviser

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:

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