James Panelli – Financial Adviser

Adviser identifying number: 260825
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence number: 236523
Licensee’s ABN: 47097797049
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFOCUS SECURITIES AUSTRALIA PTY LTD
Authorised Representative identifying number: 236523
Authorised Representative’s ABN: 47097797049

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:

• Entry Level Competencies – Tribeca
• Investment Planning 1 – Financial Planning Association
• Margin Lending and Geared Investments – Kaplan
• Risk Management – Tribeca
• Superannuation and Retirement Planning – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

James Panelli is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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