JAMES RICHARD SCOTT-YOUNG


Licensee: EDWARDS MARSHALL ADVISORY PTY LTD

JAMES RICHARD SCOTT-YOUNG (Adviser# 000302516) 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 June 28, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES RICHARD SCOTT-YOUNG
Adviser Number 000302516
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000479792
EDWARDS MARSHALL ADVISORY PTY LTD
Adviser Start Date 2016-06-28
Appointing Representative Name EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000267916
Appointing Representative ABN 45096439842
Memberships SMSF Association
Tax Practitioners Board

Authorisations to provide financial product advice

  • JAMES RICHARD SCOTT-YOUNG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) FINSIA
Graduate Diploma of Business Edith Cowan University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000479792 EDWARDS MARSHALL ADVISORY PTY LTD 2016-06-28 - EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2015-02-20 - 2016-05-02 LONSDALE FINANCIAL GROUP LIMITED

Licensee Information

Licence Name EDWARDS MARSHALL ADVISORY PTY LTD
Licence Number 000479792

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Dataset Information


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.