James Dowling Financial Planner Report

Name:
James Patrick Dowling

Rep Number:
000306924

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2009-04-10 onwards

Location:
Cheltenham, Melbourne, VIC, 3192

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Queensland
Bachelor of Economics
Tribeca Learning
Diploma of Financial Services (Financial Planning) (FNS50804)

Memberships
Financial Planning Association of Australia (FPA)