James Walker-powell – Financial Adviser

Adviser identifying number: 239529
Status: Current
Adviser’s ABN: 39795093867
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: MORE4LIFE FINANCIAL SERVICES PTY LTD
Licence number: 316809
Licensee’s ABN: 68126525737
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/11/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORE4LIFE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 316809
Authorised Representative’s ABN: 68126525737

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 Physical Education – The University of Western Australia
  • Certified Financial Planner – Financial Planning Association of Australia Limited
  • Diploma of Financial Planning – Financial Planning Association of Australia Limited
  • Diploma of Teaching – The Australian College of Physical Education

Relevant memberships of professional bodies or industry associations:

  • Associated Advisory Practices
  • Association of Financial Advisers (AFA)
  • Financial Ombudsman Service Limited
  • Financial Planning Association of Australia (FPA)

James Walker-powell is authorised to provide advices on following 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Risk Products