James Ledger Goodman – Financial Adviser

Adviser identifying number: 1004897
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: GOODMAN PRIVATE WEALTH LTD
Licence number: 238363
Licensee’s ABN: 95009938514
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOODMAN PRIVATE WEALTH LTD
Authorised Representative identifying number: 000238363
Authorised Representative’s ABN: 95009938514

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 Economics – University of Queensland
• Chartered Accountants Program – The Institute of Chartered Accountants in Australia
• Graduate Diploma in Financial Planning – Securities Institute of Australia
• Master of Professional Accounting – University of Queensland

Relevant memberships of professional bodies or industry associations:

James Ledger Goodman 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