James Willis Financial Planner Report

Name:
James Eric Henry Willis

Rep Number:
000248732

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
38 240 641 286

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
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
AMP Limited
Advanced Diploma of Financial Services (Financial Planning)
The National Finance Institute
Certificate IV in Finance and Mortgage Broking
AMP Limited
Diploma of Financial Services (Financial Planning)

Memberships
AFP - Financial Planner (FPA)