Adam Ward Carey
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248917
- Location
- Kew VIC 3101
- Licensee
- Ethical Investment Services Pty Ltd (AFSL 222690)
- Authorised since
- 26 October 2016
- First provided advice
- 2016
- Qualifications
- Graduate Diploma, Financial Services Institute of Australasia (1990); Master of Business Administration, Melbourne Business School (1998); Master of Financial Planning, Deakin University (2016); Ethics for Financial Services, Deakin (2019)
- Memberships
- Fellow of the Financial Services Institute Australasia
- 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 Ward Carey
Adam Ward Carey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kew, Victoria (adviser number 001248917).
The licensee Adam advises under is Ethical Investment Services Pty Ltd (AFS licence 222690). That authorisation dates from 26 October 2016.
The register records 2016 as the year Adam first provided financial advice. The qualifications listed for Adam include Graduate Diploma (Financial Services Institute of Australasia, 1990), Master of Business Administration (Melbourne Business School, 1998) and Master of Financial Planning (Deakin University, 2016). Professional memberships recorded: Fellow of the Financial Services Institute Australasia.
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 Ward Carey a registered financial adviser?
Yes. Adam Ward Carey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248917.
Which licensee does Adam Ward Carey work under?
Ethical Investment Services Pty Ltd, Australian financial services licence 222690.
What can Adam Ward Carey 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.