James Edward Mulcahy – Financial Adviser

Adviser identifying number: 1005758
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Licence number: 340094
Licensee’s ABN: 33114922271
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/12/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 340094
Authorised Representative’s ABN: 33114922271

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 Business (Accounting) – Ballarat University College
• CFP Education Program – Financial Planning Association of Australia
• Certified Practising Accountant – Australian Society of Certified Practising Accountants

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• NTAA

James Edward Mulcahy 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
• FHSA Issued non ADI