Mark Adlam Financial Planner Report

Name:
Mark Anthony Adlam

Rep Number:
000235886

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-09-01 onwards

Location:
Eastwood, Sydney, NSW, 2122

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of New South Wales
Bachelor of Commerce

Memberships
Financial Planning Association of Australia (FPA)