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