James Robert Charles Gouldson – Financial Adviser

Adviser identifying number: 342168
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: REDWOOD WEALTH ALLIANCE PTY LTD
Licence number: 227870
Licensee’s ABN: 54085130187
Licence controlled by: COTT INVEST PTY LTD

The date the Financial Adviser commenced the appointment: 26/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: REDWOOD WEALTH ALLIANCE PTY LTD
Authorised Representative identifying number: 227870
Authorised Representative’s ABN: 54085130187

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 Commerce – UWA
• Chartered Financial Analyst – CFA Institute
• RG146 Gap Training Program for CFA Charterholders & Candidates (General Advice) – Financial Education Professionals

Relevant memberships of professional bodies or industry associations: Chartered Financial Analyst Institute (CFA)

James Robert Charles Gouldson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities