James Michael Stewart – Financial Adviser

Adviser identifying number: 442739
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: GUIDEWAY FINANCIAL SERVICES PTY LTD
Licence number: 420367
Licensee’s ABN: 46156498538
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GUIDEWAY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 420367
Authorised Representative’s ABN: 46156498538

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
  • Advanced Diploma of Financial Planning – Kaplan
  • Bachelor of Business – Swinburne University
  • Bachelor of Business – Swinburne University

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

James Michael Stewart is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS