David James Financial Planner Report

Name:
David Stewart James

Rep Number:
000248560

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
69 420 309 129

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Certificate IV Financial Services (Finance/Mortgage Broking)
Securities Institute
Diploma of Financial Markets
Kaplan Professional
Diploma of Financial Services (Finance/Mortgage Broking Management)
Securities Institute
Graduate Diploma of Applied Finance and Investment

Memberships
CFP - Certified Financial Planner (FPA)