James Dimos – Financial Adviser

Adviser identifying number: 308852
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 04/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ZEST WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 298152
Authorised Representative’s ABN: 86115203168

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:

• ASX Accredited Listed Product Adviser – Kaplan Professional Education
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Financial Planning Association of Australia
• Master of Business (Accounting and Finance) – Victoria University
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• CFP ? Certified Financial Planner (FPA)
• Finance Brokers Association of Australia

James Dimos 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