James Terence Furnell – Financial Adviser
Adviser identifying number: 244844
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence number: 236523
Licensee’s ABN: 47097797049
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFOCUS SECURITIES AUSTRALIA PTY LTD
Authorised Representative identifying number: 000236523
Authorised Representative’s ABN: 47097797049
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:
- ALPA – Kaplan
- Certificate IV in Financial Services ( Finance / Mortgage Broking – AAMC
- Certified Financial Planner – FPA
- Margin Lending and Geared Investments – KAPLAN
- SMSF – Tribeca
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James Terence Furnell 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
- Margin Lending Facility / Standard Margin Lending Facility