ADAM JOHN PASSWELL (Adviser# 000238131) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 1, 2005.
| Register Name | Financial Advisers |
| Adviser Name | ADAM JOHN PASSWELL |
| Adviser Number | 000238131 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000290618 HALES DOUGLASS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 49097735487 |
| Adviser Start Date | 2005-09-01 |
| Appointing Representative Name | HALES DOUGLASS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000290618 |
| Appointing Representative ABN | 49097735487 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma in Financial Planning | Deakin University |
| Bachelor of Economics, Double major in Economics and Business Law | Macquarie University |
| Estate Planning Specialist Adviser | University Technology Sydney |
| SMSF Specialist Adviser | SMSF Strategies & SPAA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000290618 | HALES DOUGLASS FINANCIAL SERVICES PTY LTD | 2005-09-01 - | HALES DOUGLASS FINANCIAL SERVICES PTY LTD |
| Licence Name | HALES DOUGLASS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000290618 |
| Licence ABN | 49097735487 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEANETTE O'CONNOR | Hales Douglass Financial Services Pty Ltd | Current | 2014-04-14 |
| ANDREW VANCE CLEGG | Hales Douglass Financial Services Pty Ltd | Current | 2005-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEANETTE O'CONNOR | Hales Douglass Financial Services Pty Ltd | Current | 2014-04-14 |
| ANDREW VANCE CLEGG | Hales Douglass Financial Services Pty Ltd | Current | 2005-09-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.