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 FINANCIAL PLANNING PTY LIMITED
Licence number: 237122
Licensee’s ABN: 31066414613
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 FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 237122
Authorised Representative’s ABN: 31066414613
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:
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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:
- 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