JAMES EDWARD MULCAHY


Licensee: MULCAHY & CO FINANCIAL PLANNING PTY. LTD.

JAMES EDWARD MULCAHY (Adviser# 001005758) 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 December 15, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES EDWARD MULCAHY
Adviser Number 001005758
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000340094
MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Licence ABN 33114922271
Adviser Start Date 2009-12-15
Appointing Representative Name MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Appointing Representative Number 000340094
Appointing Representative ABN 33114922271
Memberships CPA Australia (CPA)
NTAA

Authorisations to provide financial product advice

  • JAMES EDWARD MULCAHY
  • ·
  • 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
  • ·
  • Miscellaneous Financial Investment Products
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Ballarat University College
CFP Education Program Financial Planning Association of Australia
Certified Practising Accountant Australian Society of Certified Practising Accountants

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000340094 MULCAHY & CO FINANCIAL PLANNING PTY. LTD. 2009-12-15 - MULCAHY & CO FINANCIAL PLANNING PTY. LTD.

Licensee Information

Licence Name MULCAHY & CO FINANCIAL PLANNING PTY. LTD.
Licence Number 000340094
Licence ABN 33114922271

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMERON KLUTKE Mulcahy & Co Financial Planning Pty. Ltd. Current 2018-01-14
FAYE LEONIE DOUGLASS Mulcahy & Co Financial Planning Pty. Ltd. Ceased 2016-09-01
THAYNE GRAEME TURLEY Mulcahy & Co Financial Planning Pty. Ltd. Current 2009-12-15

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMERON KLUTKE Mulcahy & Co Financial Planning Pty. Ltd. Current 2018-01-14
FAYE LEONIE DOUGLASS Mulcahy & Co Financial Planning Pty. Ltd. Ceased 2016-09-01
THAYNE GRAEME TURLEY Mulcahy & Co Financial Planning Pty. Ltd. Current 2009-12-15

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.