HomeFinancial AdvisersJames Jonathan Morgan – Financial Adviser

James Jonathan Morgan – Financial Adviser

Adviser identifying number: 1006237
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: AG STOCKBROKING LTD
Licence number: 246510
Licensee’s ABN: 17010763041
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2011
The date the Financial Adviser ceased the appointment: 31/03/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Accredited Derivatives Adviser Level 2 Exam – Kaplan Professional Education
  • Bachelor of Business Management (Human Resources) & Bachelor of Commerce – University of Queensland
  • Core 1: Securities & Managed Investments Accreditations – Stockbrokers Association of Australia
  • Margin Lending & Geared Investments – Kaplan Professional Education
  • Superannuation Accreditation – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

James Jonathan Morgan is authorised to provide advices on following products:

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