James Herriman Financial Planner Report

Name:
James Benedict Herriman

Rep Number:
000297919

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-08-10 onwards

Location:
Unley, , SA, 0

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of South Australia
Bachelor of Business (Banking & Finance)
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
Securities Institute
Graduate Certificate in Applied Finance & Investment
Securities Institute
Graduate Diploma in Financial Planning
Kaplan
Margin Lending & Geared Investments Adviser Accreditation

Memberships
Financial Planning Association of Australia (FPA)