James Paul Bolte – Financial Adviser

Adviser identifying number: 255570
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 12/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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:

• Diploma of Financial Markets – Financial Services Institute of Australasia
• Professional Diploma of Stockbroking – Stockbrokers Association of Australia
• Professional Standard Accreditation Program – Stockbrokers Association of Australia
• Securities & Derivatives Industry Associate Accreditation Program – Stockbrokers Association of Australia
• Superannuation Accreditation – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

James Paul Bolte is authorised to provide advices on following products:

• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities