James Panelli Financial Planner Report

Name:
James Panelli

Rep Number:
000260825

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2008-07-01 onwards

Location:
Norwood, , SA, 0

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

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
Tribeca
Entry Level Competencies
Financial Planning Association
Investment Planning 1
Kaplan
Margin Lending and Geared Investments
Tribeca
Risk Management
Tribeca
Superannuation and Retirement Planning

Memberships
Association of Financial Advisers (AFA)