James Keith – Financial Adviser

Adviser identifying number: 466617
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
Licence number: 232686
Licensee’s ABN: 20060778216
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 08/10/2014
The date the Financial Adviser ceased the appointment: 29/05/2015
Name of the Authorised Representative: GENESYS WEALTH ADVISERS LIMITED
Authorised Representative identifying number: 000232686
Authorised Representative’s ABN: 20060778216

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 Planning – Kaplan Professional
  • Graduate Certificate in Financial Planning – Finsia

Relevant memberships of professional bodies or industry associations:

James Keith is authorised to provide advices on following products: