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