James Boon Financial Planner Report

Name:
James Boon

Rep Number:
000242710

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Warrawong, , NSW, 0

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
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
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma Financial Planning (DFP 1-8)
MLC Advice Education
Margin Lending

Memberships
Financial Planning Association of Australia (FPA)