James Harman – Financial Adviser

Adviser identifying number: 267656
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AAA FINANCIAL INTELLIGENCE LTD
Licence number: 312478
Licensee’s ABN: 23093616445
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/09/2007
The date the Financial Adviser ceased the appointment: 23/04/2010
Name of the Authorised Representative: JAMES HARMAN
Authorised Representative identifying number: 000267656
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:

• Advanced Strategies for Self Managed Superannuation – Three Sixty
• Diploma of Financial Planning Services (Financial Planning) – King’s International College
• Financial Planning Course – Tribeca
• Superannuation & Retirement Planning – Three Sixty
• Wealth Creation – Retierment Planning – Three Sixty

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

James Harman is authorised to provide advices on following products: