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