James Patrick Baxter – Financial Adviser
Adviser identifying number: 253305
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 08/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 230323
Authorised Representative’s ABN: 65006373995
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:
- ASX Listed Products Adviser Accreditation – Kaplan
- Bachelor of Business (Accounting) – Monash University
- Graduate Diploma of Financial Planning – Financial Services Institute of Australasia (FINSIA)
- Margin Lending & Geared Investments Adviser Accreditation – Kaplan
- Self Managed Superannuation Fund Adviser Education Program – Financial Essentials
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
James Patrick Baxter 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility