James Andrew Staples – Financial Adviser

Adviser identifying number: 303657
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: INDEPENDENT CAPITAL ADVISERS PTY LTD
Licence number: 378693
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FYNERGY TNQ FINANCIAL SERVICES FRANCHISE PTY LTD
Authorised Representative identifying number: 425287
Authorised Representative’s ABN: 70121824431

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:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

Bachelor of Business – Edith Cowen University
Diploma of Finance (Mortgage Broking) – Plan Connect
Diploma of Finance (Specialised) – Pinnacle
Diploma of Financial Services (Financial Planning) – Pinnacle
Masters of Business Administration – University of Western Australia

Relevant memberships of professional bodies or industry associations:

Credit & Investment Ombudsman
Mortgage & Finance Association of Australia
Taxation Practitioners Board

James Andrew Staples is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Derivatives
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
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility