HomeFinancial AdvisersStephen James – Financial Adviser

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:

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