James Esselmont Financial Planner Report

Name:
James Robert Esselmont

Rep Number:
000315436

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-07-13 onwards

Location:
Melbourne, , VIC, 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
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Monash University
Bachelor of Economics
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
Securities Institute
Graduate Diploma in Applied Finance & Investment
Royal Melbourne Institute of Technology (RMIT)
Master of Business Administration

Memberships
Financial Planning Association of Australia (FPA)