James Silverstein – Financial Adviser

Adviser identifying number: 1006300
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: TOTAL SUPER SOLUTIONS PTY. LTD.
Licence number: 225492
Licensee’s ABN: 41097185834
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL SUPER SOLUTIONS PTY. LTD.
Authorised Representative identifying number: 225492
Authorised Representative’s ABN: 41097185834

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 (Banking & Finance) – Monash University
  • Bachelor of Business (Banking & Finance) – Monash University
  • Graduate Certificate in Financial Planning – Finsia
  • Graduate Certificate in Financial Planning – Finsia
  • Graduate Diploma in Applied Finance – Kaplan Professional
  • Graduate Diploma in Applied Finance – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • CFP ? Certified Financial Planner (FPA)
  • CFP ? Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

James Silverstein is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility