James Terence Furnell – Financial Adviser

Adviser identifying number: 244844
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence number: 236523
Licensee’s ABN: 47097797049
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFOCUS SECURITIES AUSTRALIA PTY LTD
Authorised Representative identifying number: 000236523
Authorised Representative’s ABN: 47097797049

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:

• ALPA – Kaplan
• Certificate IV in Financial Services ( Finance / Mortgage Broking – AAMC
• Certified Financial Planner – FPA
• Margin Lending and Geared Investments – KAPLAN
• SMSF – Tribeca

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

James Terence Furnell 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
• Margin Lending Facility / Standard Margin Lending Facility