James Peter Pastellas – Financial Adviser
Adviser identifying number: 246534
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: ACCRU WEALTH MANAGEMENT PTY LTD
Licence number: 238520
Licensee’s ABN: 43083409714
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000238520
Authorised Representative’s ABN: 43083409714
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:
- Bachelor of Commerce – University of Queensland
- Certified Financial Planner – Financial Planning Association of Australia
- Graduate Diploma in Advanced Accounting – Queensland University of Technology (QUT)
- Margin Lending and Geared Investments – Kaplan Professional
- Masters of Business – Queensland University of Technology (QUT)
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
James Peter Pastellas 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