James Mansfield Financial Planner Report

Name:
James Scott Mansfield

Rep Number:
000236687

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2012-08-06 onwards

Location:
Malvern, Melbourne, VIC, 3144

Licensee
Name:

Number:
000411227

ABN:
39 152 605 555

Appointed By
Name:
Now Financial Group Pty Limited

Licence Number:
000411227

ABN:
39 152 605 555

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
Deakin University/FPA
Diploma of Financial Planning
Securities Institute of Australia
NAFM Financial Planning Accreditation
SMSF Association
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association