James Mcgregor – Financial Adviser

Adviser identifying number: 263977
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment: 31/05/2013
Name of the Authorised Representative: JAMES MCGREGOR
Authorised Representative identifying number: 000263977
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:

• Bachelor of Arts (Economics) – University of New England
• Certified Financial Planner CFP – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Graduate Diploma in Applied Finance and Investment – Financial Services Institute of Australasia
• Self Managed Superannuation Funds – Tribecca Learning(Aust)

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia
• SMSF Association

James Mcgregor is authorised to provide advices on following products: