HomeFinancial AdvisersJames Parker – Financial Adviser

James Parker – Financial Adviser

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

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment: 11/08/2015
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000326450
Authorised Representative’s ABN: 59130288578

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:

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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:

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