Peter Kent James-martin – Financial Adviser

Adviser identifying number: 305806
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: ARLINGTON WHYTE F.P. PTY LTD
Licence number: 358156
Licensee’s ABN: 73130519416
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ARLINGTON WHYTE F.P. PTY LTD
Authorised Representative identifying number: 358156
Authorised Representative’s ABN: 73130519416

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 Economics – Adelaide University
  • Certified Practising Accountant – CPA
  • Graduate Diploma in Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • CPA Australia (CPA)
  • Financial Services Institute of Australasia

Peter Kent James-martin 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, excluding IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation