James Oliver Financial Planner Report

Name:
James Cunningham Rowe Oliver

Rep Number:
000255230

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2013-03-04 onwards

Licensee
Name:

Number:
000431258

ABN:
85 161 142 767

Appointed By
Name:
Optimal Financial Services Pty Ltd

Licence Number:
000315586

ABN:
76 105 994 778

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 Adelaide
Bachelor Of Economics
Deakin University
Diploma of Financial Planning

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