Monique James Financial Planner Report

Name:
Monique James

Rep Number:
001004931

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2016-03-21 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
James Cook University
Bachelor of Commerce
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Super Funds