James Edward Mulcahy – Financial Adviser
Adviser identifying number: 1005758
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Licence number: 340094
Licensee’s ABN: 33114922271
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/12/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 340094
Authorised Representative’s ABN: 33114922271
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 Business (Accounting) – Ballarat University College
- CFP Education Program – Financial Planning Association of Australia
- Certified Practising Accountant – Australian Society of Certified Practising Accountants
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- NTAA
James Edward Mulcahy 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
- FHSA Issued non ADI