Cliff James Financial Planner Report

Name:
Cliff James

Rep Number:
000258216

Status:
Current

First Advice:
1975

Disciplinary action:
No action

Most Recent Role:
2012-12-10 onwards

Licensee
Name:

Number:
000328140

ABN:
38 131 483 111

Appointed By
Name:
Unique Advisers Pty Ltd

Licence Number:
000328140

ABN:
38 131 483 111

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
RMIT
Economics & Finance DFP 1 & DFP2
Integratec
Investment Planning 1
Financial Planning Association
Retirement Planning DFP4
Financial Planning Association
Wealth Creation & Retirement Planning DFP5