Adam Casey Financial Planner Report

Name:
Adam Casey

Rep Number:
001008485

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-10-24 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
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
Kaplan Professional Education
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)