James Richard Scott-young – Financial Adviser
Adviser identifying number: 302516
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: EDWARDS MARSHALL ADVISORY PTY LTD
Licence number: 479792
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 267916
Authorised Representative’s ABN: 45096439842
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:
- Diploma of Financial Services (Financial Planning) – FINSIA
- Graduate Diploma of Business – Edith Cowan University
Relevant memberships of professional bodies or industry associations:
- SMSF Association
- Tax Practitioners Board
James Richard Scott-young 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