James Peter Boothman – Financial Adviser
Adviser identifying number: 226268
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1969
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 10/02/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FYG PLANNERS PTY LTD
Authorised Representative identifying number: 224543
Authorised Representative’s ABN: 55094972540
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certified Financial Planner – FPA
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James Peter Boothman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation