Peter James Financial Planner Report

Name:
Peter James

Rep Number:
000263960

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2013-06-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000436121

ABN:
49 159 583 847

Controlled By:

Appointed By
Name:
Apt Wealth Partners Pty Ltd

Licence Number:
000436121

ABN:
49 159 583 847

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
Financial Planning Association of Australia
Certified Financial Planner CFP
Deakin University
Diploma of Financial Planning
CPA Australia
Fellow - CPA Australia

Memberships
Financial Planning Association of Australia (FPA)