James Mcfall Financial Planner Report

Name:
James Anthony Mcfall

Rep Number:
000263321

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-03-29 onwards

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Financial Planning Association
Certified Financial Planner Certification Program
Securities Institute
Diploma of Financial Planning
Pinnacle
Margin Lending (provide advice)
University of Western Sydney
Master of Commerce (Financial Planning)
Mentor Education
Self Managed Superannuation Fund Certificate

Memberships
Financial Planning Association of Australia (FPA)