James Michael Poka – Financial Adviser
Adviser identifying number: 459804
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: ACN 143 933 644 PTY LTD
Licence number: 423717
Licensee’s ABN: 24143933644
Licence controlled by: ACN 161 598 938 PTY LTD
The date the Financial Adviser commenced the appointment: 13/11/2015
The date the Financial Adviser ceased the appointment: 18/03/2016
Name of the Authorised Representative: IRIDIUM FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000463104
Authorised Representative’s ABN: 37601124341
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 Management (Management and Marketing) – Newcastle University
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Australian Institute of Superannuation Trustees (AIST)
James Michael Poka is authorised to provide advices on following products: