JAMES DIMOS


Licensee: VIRIDIAN ADVISORY PTY LTD

JAMES DIMOS (Adviser# 000308852) 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 November 20, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES DIMOS
Adviser Number 000308852
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000476223
VIRIDIAN ADVISORY PTY LTD
Adviser Start Date 2017-11-20
Appointing Representative Name VIRIDIAN PRIVATE WEALTH PTY LTD
Appointing Representative Number 001235324
Appointing Representative ABN 83605280797
Memberships CFP

Authorisations to provide financial product advice

  • JAMES DIMOS
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Listed Product Adviser Kaplan Professional Education
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia
Master of Business (Accounting and Finance) Victoria University
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000476223 VIRIDIAN ADVISORY PTY LTD 2017-11-20 - VIRIDIAN PRIVATE WEALTH PTY LTD
000221557 MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2015-05-04 - 2017-11-17 ZEST WEALTH ADVISERS PTY LTD
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2006-12-19 - 2015-05-01 GENESYS WEALTH ADVISERS LIMITED

Licensee Information

Licence Name VIRIDIAN ADVISORY PTY LTD
Licence Number 000476223

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.