James Tasker Financial Planner Report

Name:
James Phillip Tasker

Rep Number:
000262371

Status:
Current

First Advice:
1982

Disciplinary action:
No action

Most Recent Role:
2016-06-20 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Alliance Wealth Pty Ltd

Licence Number:
000449221

ABN:
93 161 647 007

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Intergratec Australia
Diploma of Financial Services (Financial Planning)
National Insurance Brokers Association
Diploma of Financial Services (Insurance Broking)
Education Department Western Australia
Diploma of Insurance Administration
Integratec
Estate Planning

Memberships
Association of Financial Advisers (AFA)
National Insurance Brokers Association (NIBA)