Stephen James Financial Planner Report

Name:
Stephen James

Rep Number:
000249025

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-11-02 onwards

Licensee
Name:

Number:
000345905

ABN:
28 140 520 225

Appointed By
Name:
Myplanner Australia Pty Ltd

Licence Number:
000345905

ABN:
28 140 520 225

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ALPA
FPA
DFP
Kaplan
Diploma Financial Planning
Kaplan
Margin Lending
Kaplan
SMSF

Memberships
FINSIA Member
Financial Planning Association of Australia (FPA)
SPAA