James Barger-bos – Financial Adviser

Adviser identifying number: 310095
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: FINANCE WISE GLOBAL SECURITIES PTY LTD
Licence number: 397877
Licensee’s ABN: 60146708045
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCE WISE GLOBAL SECURITIES PTY LTD
Authorised Representative identifying number: 397877
Authorised Representative’s ABN: 60146708045

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 Accountancy – UniSA
• Bachelor of Management – UniSA
• Diploma of Financial Services – Intellitrain
• Diploma of Fincial Services – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

James Barger-bos is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Products – Consumer Credit Insurance Only
• Retirement Savings Account Products
• Securities
• Superannuation