Adam Passwell Financial Planner Report

Name:
Adam John Passwell

Rep Number:
000238131

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2005-09-01 onwards

Location:
Ulladulla, South Coast, NSW, 2539

Licensee
Name:

Number:
000290618

ABN:
49 097 735 487

Appointed By
Name:
Hales Douglass Financial Services Pty Ltd

Licence Number:
000290618

ABN:
49 097 735 487

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, excluding IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Advanced Diploma in Financial Planning
Macquarie University
Bachelor of Economics, Double major in Economics and Business Law
University Technology Sydney
Estate Planning Specialist Adviser
SMSF Strategies & SPAA
SMSF Specialist Adviser

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association