JAMES BARGER-BOS


Licensee: FINANCE WISE GLOBAL SECURITIES PTY LTD

JAMES BARGER-BOS (Adviser# 000310095) 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 March 1, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES BARGER-BOS
Adviser Number 000310095
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000397877
FINANCE WISE GLOBAL SECURITIES PTY LTD
Licence ABN 60146708045
Adviser Start Date 2011-03-01
Appointing Representative Name FINANCE WISE GLOBAL SECURITIES PTY LTD
Appointing Representative Number 000397877
Appointing Representative ABN 60146708045

Authorisations to provide financial product advice

  • JAMES BARGER-BOS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Consumer Credit Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Accountancy UniSA
Bachelor of Management UniSA
Diploma of Financial Services Intellitrain
Diploma of Fincial Services Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000397877 FINANCE WISE GLOBAL SECURITIES PTY LTD 2011-03-01 - FINANCE WISE GLOBAL SECURITIES PTY LTD

Licensee Information

Licence Name FINANCE WISE GLOBAL SECURITIES PTY LTD
Licence Number 000397877
Licence ABN 60146708045

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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.