James Ashley Parton – Financial Adviser
Adviser identifying number: 263631
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: DELCOR ASSET MANAGEMENT PTY LTD
Licence number: 475210
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DELCOR ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 475210
Authorised Representative’s ABN:
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:
- Introduction to Financial Planning – FPA (Financial Planning Association of Australia Limited)
- Investment Planning 1 – Integratec (Aust) Pty Limited
- Postgraduate Certificate in Management – The University of Southern Queensland
- RIsk Management & Insurance Planning – FPA (Financial Planning Association of Australia Limited)
- Superannuation & Retirement Planning – Integratec (Aust) Pty Limited
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
James Ashley Parton 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