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: