James Agar – Financial Adviser
Adviser identifying number: 250848
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1972
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 21/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AGAR CAMERON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 291646
Authorised Representative’s ABN:
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:
- Certified Financial Planner – FPA
- Diploma of Financial planning – FPA
- Self Managed Super Fund Course – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- SMSF Association
James Agar is authorised to provide advices on following 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
- Superannuation