James Edward Babbage – Financial Adviser
Adviser identifying number: 230590
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 08/06/2010
The date the Financial Adviser ceased the appointment: 05/03/2014
Name of the Authorised Representative: JAMES EDWARD BABBAGE
Authorised Representative identifying number: 000230590
Authorised Representative’s ABN:
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:
- Degree in Accounting – Caulfield Institute
- Diploma of Financial Planning – Deakin University
- Public Practice Certificate – CPA Australia (CPA)
- Registered Company Auditor – Australian Securities and Investment Commission
- Registered Tax Agent – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
James Edward Babbage is authorised to provide advices on following products: