James Broad Financial Planner Report

Name:
James Kevin Broad

Rep Number:
000299490

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2011-06-20 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services
Newcastle University
Bachelor of Finance
Tribeca
Diploma of Financial Services
The University of New England
Graduate Diploma in Financial Management

Memberships
Financial Planning Association of Australia (FPA)