James Baxter Financial Planner Report

Name:
James Patrick Baxter

Rep Number:
000253305

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2016-06-08 onwards

Location:
Vermont, Melbourne, VIC, 3133

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Securities
Superannuation

Qualifications
Kaplan
ASX Listed Products Adviser Accreditation
Monash University
Bachelor of Business (Accounting)
Financial Services Institute of Australasia (FINSIA)
Graduate Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments Adviser Accreditation
Financial Essentials
Self Managed Superannuation Fund Adviser Education Program

Memberships
Association of Financial Advisers (AFA)