Adam Ward Carey – Financial Adviser
Adviser identifying number: 1248917
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: ETHICAL INVESTMENT SERVICES PTY LTD
Licence number: 222690
Licensee’s ABN: 38004531800
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ETHICAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 222690
Authorised Representative’s ABN: 38004531800
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:
- Graduate Diploma – Financial Services Institute of Australasia
- Master of Business Administration – Melbourne Business School
- Master of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Fellow of the Financial Services Institute Australasia
Adam Ward Carey 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