James Nicholas Atley – Financial Adviser
Adviser identifying number: 242853
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
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: 01/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MARITIME FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 000241735
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:
- Diploma Financial Planning – Securities Institute of Australia (now Finsia)
- Quality Advice Accreditation – Garvan Financial Planning (NAB)
Relevant memberships of professional bodies or industry associations:
James Nicholas Atley 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