JAMES ALEXANDER MIDDLEDITCH


Licensee: KODA CAPITAL PTY LTD

JAMES ALEXANDER MIDDLEDITCH (Adviser# 001238455) 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 May 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES ALEXANDER MIDDLEDITCH
Adviser Number 001238455
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000452581
KODA CAPITAL PTY LTD
Licence ABN 65166491961
Adviser Start Date 2017-05-01
Appointing Representative Name KODA CAPITAL PTY LTD
Appointing Representative Number 000452581
Appointing Representative ABN 65166491961
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JAMES ALEXANDER MIDDLEDITCH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Foreign Exchange Accreditation Kaplan Professional
Graduate Diploma of Financial Planning FINSIA
Margin Lending and Geared Investments Accreditation Kaplan Professional
Master of Applied Finance (Financial Planning) Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000452581 KODA CAPITAL PTY LTD 2017-05-01 - KODA CAPITAL PTY LTD
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
2015-12-21 - 2017-03-30 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Licensee Information

Licence Name KODA CAPITAL PTY LTD
Licence Number 000452581
Licence ABN 65166491961

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALISON MATTHEWS Koda Capital Pty Ltd Current 2018-08-08
JUSTIN LUCAS Koda Capital Pty Ltd Current 2018-06-04
KALAICHELVI ARAVINDAN Koda Capital Pty Ltd Current 2018-06-04
BRENDAN JONES Koda Capital Pty Ltd Current 2018-03-15
JAMES HAWTHORNE Koda Capital Pty Ltd Current 2018-02-15
LEON LINDSAY DIER Koda Capital Pty Ltd Current 2017-12-20
CRAIG ADAM TONKES Koda Capital Pty Ltd Current 2017-09-28
DANIEL JOHN MEECH Koda Capital Pty Ltd Current 2017-02-01
CLAYTON LARCOMBE Koda Capital Pty Ltd Ceased 2017-01-23
DIANA CAROL FRASER Koda Capital Pty Ltd Current 2016-09-06

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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.