James Anthony Mousa – Financial Adviser
Adviser identifying number: 299532
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650
Disciplinary actions start date against the Financial Adviser: 09/11/2012
Disciplinary actions end date against the Financial Adviser: 08/11/2014
Disciplinary action type: Enforcebale undertaking started 9/11/2012, ended 8/11/2014.
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning FNS60410 – Kaplan Professional
- Bachelor of Laws – James Cook University
- Diploma of Financial Services (Financial Planning) FNS50804 – Kaplan Professional Education
- Investment Products 4 – Derivatives, Managed Investments, Margin Lending – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
James Anthony Mousa is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility