Adam Ordelman Financial Planner Report

Name:
Adam Raymond Ordelman

Rep Number:
000338968

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-02-02 onwards

Location:
Adelaide, , SA, 0

Licensee
Name:

Number:
000334846

ABN:
16 133 921 187

Appointed By
Name:
Pwm Advisor Services Pty Ltd

Licence Number:
000334846

ABN:
16 133 921 187

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
Swinburne University
Associated Diploma of Business (Accounting)
Responsible Investment Association of Australia (RIAA)
Certified Responsible Investment Advisor
Deakin University
Diploma of Financial Planning (DFP)
SMSF Strategies
SMSF Strategies Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
Responsible Investment Association of Australia (RIAA)