James Edal Beresford – Financial Adviser
Adviser identifying number: 1005614
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: BLICENSED PTY LTD
Licence number: 318930
Licensee’s ABN: 34085532252
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLICENSED PTY LTD
Authorised Representative identifying number: 318930
Authorised Representative’s ABN: 34085532252
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: Master of Commerce (Financial Planning) – University of Western Sydney
Relevant memberships of professional bodies or industry associations:
James Edal Beresford is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility