James Purvis – Financial Adviser
Adviser identifying number: 311945
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: MADISON FINANCIAL GROUP PTY LTD
Licence number: 246679
Licensee’s ABN: 36002459001
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 21/03/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MADISON FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 246679
Authorised Representative’s ABN: 36002459001
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 Arts (Actuarial Studies and Demography) – Macquarie University
- Diploma of Financial Services – Australian Financial Markets Association
- Fellowship of Actuarial studies, Life Insurance, Pensions and Investments – Institute of Actuaries (London)
- Graduate Diploma in Accounting and Finance – Chisholm Institute of Technology
- Master of International Public Health (Public Health, Epidemiology, Health Economics) – University of Sydney, Faculty of Medicine
Relevant memberships of professional bodies or industry associations: Institute of Actuaries of Australia
James Purvis 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