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: MARITIME FINANCIAL SERVICES PTY LIMITED
Licence number: 241735
Licensee’s ABN: 16105319202
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MARITIME FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 241735
Authorised Representative’s ABN: 16105319202

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:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Retirement Savings Account Products
• Securities
• Superannuation