James Skinner – Financial Adviser

Adviser identifying number: 1251672
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PRIVATE FINANCIAL ADVISORY PTY LTD
Licence number: 464933
Licensee’s ABN: 85601275718
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE FINANCIAL ADVISORY PTY LTD
Authorised Representative identifying number: 464933
Authorised Representative’s ABN: 85601275718

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:

• B.Ec. – Monash University
• Diploma of Financial Planning – Pinnacle
• MBA – Monash University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

James Skinner is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation