James Mcgregor – Financial Adviser

Adviser identifying number: 263977
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: APT WEALTH PARTNERS PTY LTD
Licence number: 436121
Licensee’s ABN: 49159583847
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust

The date the Financial Adviser commenced the appointment: 01/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APT WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 436121
Authorised Representative’s ABN: 49159583847

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:

• Bachelor of Arts (Economics) – University of New England
• Certified Financial Planner CFP – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Graduate Diploma in Applied Finance and Investment – Financial Services Institute of Australasia
• Self Managed Superannuation Funds – Tribecca Learning(Aust)

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia
• SMSF Association

James Mcgregor 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