James Mulhearn Financial Planner Report

Name:
James Nicholas Mulhearn

Rep Number:
000441195

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2017-01-15 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Infact Financial Planners Pty Ltd

Licence Number:
000441120

ABN:
69 163 583 695

May advise on following product areas:
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
AAMC Training Group
Certificate IV Finance & Mortgage Broking
International Institute of Technology
Diploma of Financial Planning
Institute of Chartered Accountants Australia
Graduate Diploma ( ICAA)
University of Southern Queensland
Master of Professional Accounting
International Institute of Technology
Principles in Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)
Chartered Accountants Australia and New Zealand (CA)
National Tax & Accountants Association Ltd