Adam Sobczak – Financial Adviser

Adviser identifying number: 1254166
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHRISTOPHER CACHIA & ASSOCIATES PTY. LTD.
Authorised Representative identifying number: 243576
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:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Mentor Education
• Bachelor of Business ( Financial Risk Management & International Trade) – Victoria University
• Diploma of Financial Planning (1-3) – KAPLAN Education
• Diploma of Financial Planning – Kaplan
• Margin Lending – Personal Advice – Mentor Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Adam Sobczak is authorised to provide advices on following 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility