James Pastellas Financial Planner Report

Name:
James Peter Pastellas

Rep Number:
000246534

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee

Appointed By
Name:
Accru Wealth Management Pty Ltd

Licence Number:
000238520

ABN:
43 083 409 714

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
University of Queensland
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner
Queensland University of Technology (QUT)
Graduate Diploma in Advanced Accounting
Kaplan Professional
Margin Lending and Geared Investments
Queensland University of Technology (QUT)
Masters of Business

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)