Adam Pearsall Financial Planner Report

Name:
Adam Pearsall

Rep Number:
001001805

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2011-01-05 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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

Qualifications
University of Wollongong
Bachelor of Commerce (Accounting)
FPA
CFP
Finsia
Graduate Certificate in Financial Planning
Kaplan
Graduate Diploma of Applied Finance
Pinnacle Financial Services Academy
Margin Lending

Memberships
Financial Planning Association of Australia (FPA)