Financial Adviser · ULLADULLA, NSW

Adam John Passwell

27 Years experience

Tax advice
authorised

Currently at

Hales Douglass Financial Services Pty Ltd

Ulladulla, NSW

View firm profile

ASIC Registered · ADV 000238131

Adam John Passwell is a financial adviser based in Ulladulla, New South Wales, with 27 years of experience in the financial services industry. Adam is currently authorised under Hales Douglass Financial Services Pty Ltd. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics, Double major in Economics and Business Law from Macquarie University. Adam is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Economics, Double major in Economics and Business Law

Macquarie University

2003

Advanced Diploma in Financial Planning

Deakin University

2005

SMSF Specialist Adviser

SMSF Strategies & SMSFA

2013

Estate Planning Specialist Adviser

University Technology Sydney

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Hales Douglass Financial Services Pty Ltd

Sep 2005 - Present Current

Source: ASIC Financial Advisers Register