James Pollard – Financial Adviser
Adviser identifying number: 1247086
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: THE MYER FAMILY COMPANY LTD
Licence number: 230143
Licensee’s ABN: 82006588727
Licence controlled by: THE MYER FAMILY INVESTMENTS PTY LTD
The date the Financial Adviser commenced the appointment: 29/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE MYER FAMILY COMPANY LTD
Authorised Representative identifying number: 230143
Authorised Representative’s ABN: 82006588727
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 Business & Commerce – Monash University
- Diploma of Financial Planning – Kaplan
- Graduate Diploma in Chartered Accounting – The Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
James Pollard is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation