Stephen James – Financial Adviser
Adviser identifying number: 249025
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment: 24/03/2011
Name of the Authorised Representative: STEPHEN JAMES
Authorised Representative identifying number: 000249025
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- ALPA – Kaplan
- DFP – FPA
- Diploma Financial Planning – Kaplan
- Margin Lending – Kaplan
- SMSF – Kaplan
Relevant memberships of professional bodies or industry associations:
- FINSIA Member
- Financial Planning Association of Australia (FPA)
- SPAA
Stephen James is authorised to provide advices on following products: