James Mills Financial Planner Report

Name:
James Douglas Mills

Rep Number:
000416822

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2012-02-01 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
RG146 Training Australia
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)