James Phillip Tasker – Financial Adviser

Adviser identifying number: 262371
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1982

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 20/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALLIANCE WEALTH PTY LTD
Authorised Representative identifying number: 449221
Authorised Representative’s ABN: 93161647007

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 Services (Financial Planning) – Intergratec Australia
• Diploma of Financial Services (Insurance Broking) – National Insurance Brokers Association
• Diploma of Insurance Administration – Education Department Western Australia
• Estate Planning – Integratec

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• National Insurance Brokers Association (NIBA)

James Phillip Tasker is authorised to provide advices on following 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
• Superannuation