James Allan Rickerby – Financial Adviser
Adviser identifying number: 252761
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: SUPER ADVICE SERVICES PTY LTD
Licence number: 283049
Licensee’s ABN: 99111384519
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD
The date the Financial Adviser commenced the appointment: 15/04/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUPER ADVICE CORPORATE SERVICES PTY LTD
Authorised Representative identifying number: 245602
Authorised Representative’s ABN: 89064182556
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:
- Certificate of Superannuation Retirement Principles – Association of Superannuation Funds of Australia (ASFA)
- Diploma of Financial Planning – Financial Planning Association of Australia (FPA)
- High Impact Leadership – Maximising Individual & Organisational Performance. (Exec. Edn. Program) – Columbia Business School (New York, USA)
- Launching New Ventures – Harvard Business School (Boston , USA)
- Managing Teams for Innovation and Success – Stanford Graduate School of Business (California, USA)
Relevant memberships of professional bodies or industry associations:
James Allan Rickerby is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / IDPS Only
- Securities
- Superannuation