Melville James Financial Planner Report

Name:
Melville William James

Rep Number:
000244938

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
University of Technology Sydney
Bachelor of Business
Kaplan
Margin Lending
University of New South Wales
Master of Taxation
FPA
Securities
Australian Executor Trustee
Self Managed Super Fund Course

Memberships
Chartered Accountants Australia and New Zealand (CA)
Tax Institute of Australia (TIA)
ational Tax & Accountants' Association (NTAA)