James Parker – Financial Adviser

Adviser identifying number: 308098
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: EVERMORE MONEY MANAGEMENT PTY LTD
Licence number: 401712
Licensee’s ABN: 22149269116
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVERMORE MONEY MANAGEMENT PTY LTD
Authorised Representative identifying number: 401712
Authorised Representative’s ABN: 22149269116

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:

• DFP 1, DFP4, DFP 5 – Financial Planning Association
• DFP 2 and 3 – Securities Institute
• Estate Planning – Tribeca
• Financial Planning Principles and Practice Course – Securities Institute
• Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations:

James Parker is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation