James Furnell Financial Planner Report

Name:
James Terence Furnell

Rep Number:
000244844

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2016-09-28 onwards

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

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
Kaplan
ALPA
AAMC
Certificate IV in Financial Services ( Finance / Mortgage Broking
FPA
Certified Financial Planner
KAPLAN
Margin Lending and Geared Investments
Tribeca
SMSF

Memberships
Financial Planning Association of Australia (FPA)