James Liam Stephen – Financial Adviser

Adviser identifying number: 302741
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AUSTRALIAN MONEY PLANNERS PTY LTD
Licence number: 246845
Licensee’s ABN: 15065497270
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN MONEY PLANNERS PTY LTD
Authorised Representative identifying number: 246845
Authorised Representative’s ABN: 15065497270

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 Commerce – Deakin University

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

James Liam Stephen is authorised to provide advices on following 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