JAMES ALLEN BRIAN MARRIOTT


Licensee: SALA FINANCIAL SERVICES PTY LTD

JAMES ALLEN BRIAN MARRIOTT (Adviser# 001262776) 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, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES ALLEN BRIAN MARRIOTT
Adviser Number 001262776
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000503087
SALA FINANCIAL SERVICES PTY LTD
Licence Controlled By Stephen INWOOD
Adviser Start Date 2018-03-01
Appointing Representative Name SALA FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000503087
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • JAMES ALLEN BRIAN MARRIOTT
  • ·
  • 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
Accredited Aged Care Professional Aged Care Steps
Diploma of Business Management JMC Academy
Justice of the Peace Department of Justice
RG146 Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000503087 SALA FINANCIAL SERVICES PTY LTD
Licence controlled by: Stephen INWOOD
2018-03-01 - SALA FINANCIAL SERVICES PTY LTD
000293050 LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD. 2013-08-01 - 2018-02-01 JAMES ALLEN BRIAN MARRIOTT

Licensee Information

Licence Name SALA FINANCIAL SERVICES PTY LTD
Licence Number 000503087

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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.