James Gouldson Financial Planner Report

Name:
James Robert Charles Gouldson

Rep Number:
000342168

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2009-10-26 onwards

Licensee
Name:

Number:
000227870

ABN:
54 085 130 187

Controlled By:

Appointed By
Name:
Redwood Wealth Alliance Pty Ltd

Licence Number:
000227870

ABN:
54 085 130 187

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities

Qualifications
UWA
Bachelor of Commerce
CFA Institute
Chartered Financial Analyst
Financial Education Professionals
RG146 Gap Training Program for CFA Charterholders & Candidates (General Advice)

Memberships
Chartered Financial Analyst Institute (CFA)