ADAM CRAIG BOLTON


Licensee: SYNCHRONISED BUSINESS SERVICES PTY LTD

ADAM CRAIG BOLTON (Adviser# 000420271) 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 August 20, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM CRAIG BOLTON
Adviser Number 000420271
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000243313
SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence ABN 33007207650
Adviser Start Date 2018-08-20
Appointing Representative Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Appointing Representative Number 000243313
Appointing Representative ABN 33007207650

Authorisations to provide financial product advice

  • ADAM CRAIG BOLTON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Bond University
Graduate Diploma of Financial Planning Kaplan
Master of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD 2018-08-20 - SYNCHRONISED BUSINESS SERVICES PTY LTD
000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED
2016-04-21 - 2018-08-15 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
000429718 LIBERTAS FINANCIAL PLANNING PTY LTD 2015-07-02 - 2016-04-15 LIBERTAS FINANCIAL PLANNING PTY LTD
000471653 ATLAS WEALTH MANAGEMENT PTY LTD 2015-05-15 - 2016-04-15 ATLAS WEALTH MANAGEMENT PTY LTD
000429718 LIBERTAS FINANCIAL PLANNING PTY LTD 2015-02-01 - 2015-05-01 LIBERTAS FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence Number 000243313
Licence ABN 33007207650

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS JAMES GRIFFITHS Synchronised Business Services Pty Ltd Current 2018-08-30
MARIA GANCI Synchronised Business Services Pty Ltd Current 2018-08-27
TERRY CHRISTOPHER JOHNSON Synchronised Business Services Pty Ltd Current 2018-08-24
ANDREW JAMES WILLARD Synchronised Business Services Pty Ltd Current 2018-08-23
JOSHUA HUMMERSTON Synchronised Business Services Pty Ltd Current 2018-08-23
DAVID LEWIS DENHAM KERR Synchronised Business Services Pty Ltd Current 2018-08-14
SCOTT JAMES TAYLOR Synchronised Business Services Pty Ltd Current 2018-08-07
RITESH PRASAD Synchronised Business Services Pty Ltd Current 2018-08-03
PAUL GORDON FOYE Synchronised Business Services Pty Ltd Current 2018-08-01
MARIA JAN RICKETTS Synchronised Business Services Pty Ltd Current 2018-07-31

Competitor

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Dataset Information


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.