James Edward Davis – Financial Adviser

Adviser identifying number: 1240158
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MYPLANNER AUSTRALIA PTY LTD
Licence number: 345905
Licensee’s ABN: 28140520225
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER AUSTRALIA PTY LTD
Authorised Representative identifying number: 345905
Authorised Representative’s ABN: 28140520225

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:

• Bachelor of Applied Finance – Macquarie University
• Graduate Diploma of Chartered Accounting – Aust Institute of Accountants

Relevant memberships of professional bodies or industry associations:

James Edward Davis is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation