James Kaloudis Financial Planner Report

Name:
James Kaloudis

Rep Number:
000231060

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2007-03-27 onwards

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Diploma of Financial Services (Financial Planning)
Investment Training College
Superannuation Legislation and Practice
Kaplan
Taxation Fundamentals