James Barger-bos – Financial Adviser
Adviser identifying number: 310095
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: FINANCE WISE GLOBAL SECURITIES PTY LTD
Licence number: 397877
Licensee’s ABN: 60146708045
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCE WISE GLOBAL SECURITIES PTY LTD
Authorised Representative identifying number: 397877
Authorised Representative’s ABN: 60146708045
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 Accountancy – UniSA
- Bachelor of Management – UniSA
- Diploma of Financial Services – Intellitrain
- Diploma of Fincial Services – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
James Barger-bos is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Products – Consumer Credit Insurance Only
- Retirement Savings Account Products
- Securities
- Superannuation