Adam Greentree Financial Planner Report

Name:
Adam Ross Greentree

Rep Number:
000242717

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Muswellbrook, Hunter Valley, NSW, 2333

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
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
RMIT University
Diploma - Financial Planning
University of the Sunshine Coast
Masters Degree - Financial Planning

Memberships
Financial Planning Association of Australia (FPA)