HomeFinancial AdvisersJames Gerrard Sherlock – Financial Adviser

James Gerrard Sherlock – Financial Adviser

Adviser identifying number: 416826
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 25/03/2013
The date the Financial Adviser ceased the appointment: 07/12/2015
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000232706
Authorised Representative’s ABN: 89051208327

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:

You might be interested in:

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Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Pinnacle Financial Services Academy Pty Ltd
  • Diploma of Financial Planning – Pinnacle Financial Services Academy Pty Ltd

Relevant memberships of professional bodies or industry associations:

  • AFP – Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

James Gerrard Sherlock is authorised to provide advices on following products:

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