James Charles Castley – Financial Adviser

Adviser identifying number: 1243527
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Licence number: 229238
Licensee’s ABN: 96006574572
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 229238
Authorised Representative’s ABN: 96006574572

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 Commerce – Monash University
• Bachelor of Economics – Monash University
• Chartered Accountant – Institute of Chartered Accountants
• Chartered Tax Adviser – The Tax Institute
• RG 146 – Kaplan

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

James Charles Castley is authorised to provide advices on following products:

• Superannuation