James Archibald Finlay – Financial Adviser

Adviser identifying number: 1248520
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TTT AUSTRALIA PTY LTD
Authorised Representative identifying number: 1248470
Authorised Representative’s ABN: 36124228806

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:

Relevant qualifications and training:

• Bachelor of Business ( Accounting/ Business Management) – Charles Sturt University
• Certified Practising Accountant – CPA Australia
• Diploma of Financial Planning – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Tax Agent

James Archibald Finlay is authorised to provide advices on following products:

• Superannuation