Charles Adams Financial Planner Report

Name:
Charles Adams

Rep Number:
000410760

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2012-10-29 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
University of Sydney
Bachelor of Agricultural Economics
Kaplan
Graduate Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)