James Nicholas Mulhearn – Financial Adviser
Adviser identifying number: 441195
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFACT FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 441120
Authorised Representative’s ABN: 69163583695
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:
- Certificate IV Finance & Mortgage Broking – AAMC Training Group
- Diploma of Financial Planning – International Institute of Technology
- Graduate Diploma ( ICAA) – Institute of Chartered Accountants Australia
- Master of Professional Accounting – University of Southern Queensland
- Principles in Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Chartered Accountants Australia and New Zealand (CA)
- National Tax & Accountants Association Ltd
James Nicholas Mulhearn 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, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility