James Francis Barratt – Financial Adviser

Adviser identifying number: 260797
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MBFS PTY LTD
Licence number: 420378
Licensee’s ABN: 42156048074
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MBFS PTY LTD
Authorised Representative identifying number: 420378
Authorised Representative’s ABN: 42156048074

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:

• Advanced Diploma of Financial Services – KAPLAN
• Bachelor Od Education – Sa College of Advacced Education

Relevant memberships of professional bodies or industry associations:

James Francis Barratt 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI