Adam John Passwell
Financial Adviser in Ulladulla, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000238131
- Location
- Ulladulla NSW 2539
- Licensee
- Hales Douglass Financial Services Pty Ltd (AFSL 290618)
- Authorised since
- 1 September 2005
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Double major in Economics and Business Law, Macquarie University (1997); Advanced Diploma in Financial Planning, Deakin University (2003); SMSF Specialist Adviser, SMSF Strategies & SMSFA (2005); Estate Planning Specialist Adviser, University Technology Sydney (2013); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam John Passwell
Adam John Passwell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ulladulla, New South Wales (adviser number 000238131).
The licensee Adam advises under is Hales Douglass Financial Services Pty Ltd (AFS licence 290618). That authorisation dates from 1 September 2005.
The register records 1999 as the year Adam first provided financial advice. The qualifications listed for Adam include Bachelor of Economics, Double major in Economics and Business Law (Macquarie University, 1997), Advanced Diploma in Financial Planning (Deakin University, 2003) and SMSF Specialist Adviser (SMSF Strategies & SMSFA, 2005). Adam is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam John Passwell a registered financial adviser?
Yes. Adam John Passwell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238131.
Which licensee does Adam John Passwell work under?
Hales Douglass Financial Services Pty Ltd, Australian financial services licence 290618.
What can Adam John Passwell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.