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