HomeFinancial AdvisersJames Polwart-matich – Financial Adviser

James Polwart-matich – Financial Adviser

Adviser identifying number: 463249
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: ACN 143 933 644 PTY LTD
Licence number: 423717
Licensee’s ABN: 24143933644
Licence controlled by: ACN 161 598 938 PTY LTD

The date the Financial Adviser commenced the appointment: 13/07/2015
The date the Financial Adviser ceased the appointment: 31/07/2015
Name of the Authorised Representative: IRIDIUM FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000463104
Authorised Representative’s ABN: 37601124341

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:

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Relevant qualifications and training:

  • Bachelor of Commerce – University of Auckland
  • Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

James Polwart-matich is authorised to provide advices on following products:

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