JAMES ASHLEY PARTON (Adviser# 000263631) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2015.
Register Name | Financial Advisers |
Adviser Name | JAMES ASHLEY PARTON |
Adviser Number | 000263631 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000475210 DELCOR ASSET MANAGEMENT PTY LTD |
Adviser Start Date | 2015-07-01 |
Appointing Representative Name | DELCOR ASSET MANAGEMENT PTY LTD |
Appointing Representative Number | 000475210 |
Memberships | Association of Financial Advisers (AFA) |
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Qualification / Degree | Institute / School |
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Introduction to Financial Planning | FPA (Financial Planning Association of Australia Limited) |
Investment Planning 1 | Integratec (Aust) Pty Limited |
Postgraduate Certificate in Management | The University of Southern Queensland |
RIsk Management & Insurance Planning | FPA (Financial Planning Association of Australia Limited) |
Superannuation & Retirement Planning | Integratec (Aust) Pty Limited |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000475210 | DELCOR ASSET MANAGEMENT PTY LTD | 2015-07-01 - | DELCOR ASSET MANAGEMENT PTY LTD |
000306552 | RED ASSET MANAGEMENT PTY LTD | 2009-07-01 - 2016-01-22 | RED ASSET MANAGEMENT PTY LTD |
Licence Name | DELCOR ASSET MANAGEMENT PTY LTD |
Licence Number | 000475210 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.