Jim Vass – Financial Adviser

Adviser identifying number: 231554
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ATB WEALTH PTY LTD
Authorised Representative identifying number: 456575
Authorised Representative’s ABN: 95168968778

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advice in Securities & Derivatives – AAMC Training Group
  • Bachelor of Commerce – University of Newcastle
  • Diploma of Financial Planning – AAMC Training Group
  • Post Graduate Certified Practicing Accountant – CPA Australia
  • RG146 – Terra Cordis

Relevant memberships of professional bodies or industry associations:

Jim Vass 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