Michael Adair – Financial Adviser
Adviser identifying number: 224476
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 17/12/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERTH FINANCE CENTRE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 469971
Authorised Representative’s ABN: 19602846417
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:
- Bachelor of Commerce – Curtin University of Technology
- Certified Financial Planner – Financial Planning Association
- Margin Lending – MLC Advice Education
- Securities – Securities Institute
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Michael Adair 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility