James Darling – Financial Adviser

Adviser identifying number: 1234988
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 16/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 233714
Authorised Representative’s ABN: 33007457141

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:

  • Advanced Diploma Of Financial Planning – Kaplan Professional Education
  • Bachelor Of Commerce (Financial Accounting) – University Of Newcastle
  • Diploma of Financial Services (Financial Planning) – Mentor Education
  • Self Managed Superannuation Fund – Kaplan Professional Education
  • Tier 1 Margin Lending – Personal Advice – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

James Darling 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility