Adam Sobczak Financial Planner Report

Name:
Adam Sobczak

Rep Number:
001254166

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2017-04-28 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Christopher Cachia & Associates Pty. Ltd.

Licence Number:
000243576

May advise on following product areas:
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
Superannuation

Qualifications
Mentor Education
Advanced Diploma of Financial Planning
Victoria University
Bachelor of Business ( Financial Risk Management & International Trade)
KAPLAN Education
Diploma of Financial Planning (1-3)
Kaplan
Diploma of Financial Planning
Mentor Education
Margin Lending - Personal Advice

Memberships
Financial Planning Association of Australia (FPA)