James Alexander Middleditch – Financial Adviser
Adviser identifying number: 1238455
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: KODA CAPITAL PTY LTD
Licence number: 452581
Licensee’s ABN: 65166491961
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KODA CAPITAL PTY LTD
Authorised Representative identifying number: 452581
Authorised Representative’s ABN: 65166491961
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:
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Relevant qualifications and training:
- Foreign Exchange Accreditation – Kaplan Professional
- Graduate Diploma of Financial Planning – FINSIA
- Margin Lending and Geared Investments Accreditation – Kaplan Professional
- Master of Applied Finance (Financial Planning) – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James Alexander Middleditch is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services