Wayne Malcolm James – Financial Adviser

Adviser identifying number: 1255382
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEXT ADVISORY PTY LTD
Authorised Representative identifying number: 001255229
Authorised Representative’s ABN: 26619129010

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 Business (Accounting) – University Southern Queensland

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Wayne Malcolm James is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation