James Brescia Financial Planner Report

Name:
James David Brescia

Rep Number:
000350824

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2017-07-25 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Aged Care Steps
Accredited Aged Care Professional
University of Wollongong
Bachelor of Commerce (Financial Planning)
Financial Planning Association of Australia
CFP Certification Program
The Taxation Institute Australia
Foundation Tax Course

Memberships
Financial Planning Association of Australia (FPA)