James Bristow – Financial Adviser

Adviser identifying number: 441523
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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:

• ADA Level 1 – Kaplan
• ADA Level 1 – Kaplan
• Masters in Applied Finance – Kaplan
• Masters in Applied Finance – Kaplan
• Post Graduate Diploma in Applied Finance – Kaplan
• Post Graduate Diploma in Applied Finance – Kaplan
• RG 146 Margin Lending Accreditation – Kaplan
• RG 146 Margin Lending Accreditation – Kaplan

Relevant memberships of professional bodies or industry associations:

James Bristow is authorised to provide advices on following products:

• Derivatives
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility