David James Financial Planner Report

Name:
David James

Rep Number:
000316049

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2007-07-27 onwards

Location:
Coolangatta, South Eastern, QLD, 4225

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
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
Kaplan
Advanced Diploma - Financial Planning
Griffith University
Bachelor Degree - International Finance
Tribeca
Diploma - Financial Services

Memberships
Association of Financial Advisers (AFA)