James Uezzell Financial Planner Report

Name:
James Uezzell

Rep Number:
000422552

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2012-06-01 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic 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 Professional
Advanced Diploma of Financial Services (Financial Planning)
Association of Superannuation Funds of Australia Ltd (ASFA)
Diploma of Financial Services (Financial Planning)
Association of Superannuation Funds of Australia Ltd (ASFA)
Diploma of Financial Services (Superannuation)
Kaplan Professional
Graduate Diploma of Financial Planning
Kaplan Professional
Master of Applied Finance