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