JAMES JOHN MEDLAND

Licensee: RIMBAL INVESTMENT SERVICES PTY LTD

JAMES JOHN MEDLAND (Adviser# 000246068) 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 July 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES JOHN MEDLAND
Adviser Number 000246068
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 91288115803
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000472548
RIMBAL INVESTMENT SERVICES PTY LTD
Licence ABN 73600166774
Adviser Start Date 2018-07-06
Appointing Representative Name RIMBAL INVESTMENT SERVICES PTY LTD
Appointing Representative Number 000472548
Appointing Representative ABN 73600166774
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JAMES JOHN MEDLAND
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Queensland
Bachelor of Economics University of Queensland
Diploma of Financial Planning RMIT/ Deakin University
Graduate Diploma in Applied Finance and FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000472548 RIMBAL INVESTMENT SERVICES PTY LTD 2018-07-06 - RIMBAL INVESTMENT SERVICES PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-07-04 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD
000414256 AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD
2015-08-06 - 2017-07-03 AIW DEALER SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2003-12-01 - 2015-08-06 SECURITOR FINANCIAL GROUP LTD

Licensee Information

Licence Name RIMBAL INVESTMENT SERVICES PTY LTD
Licence Number 000472548
Licence ABN 73600166774

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETA BILLIE-DAWN RAFFERTY Rimbal Investment Services Pty Ltd Current 2018-08-22
PAUL OVCHINNIKOFF Rimbal Investment Services Pty Ltd Current 2018-07-06
CONSTANTINE SCORTIS Rimbal Investment Services Pty Ltd Current 2018-07-06
MARGARET AYLAN TAN Rimbal Investment Services Pty Ltd Current 2018-07-06
WILLIAM CHONG Rimbal Investment Services Pty Ltd Current 2018-07-06
THEODORE GORDON HARRY ELLIS Rimbal Investment Services Pty Ltd Current 2018-07-06
MICHAEL JOHN FOSTER Rimbal Investment Services Pty Ltd Current 2018-07-06
FRANK KINGSLEY BENJAMIN Rimbal Investment Services Pty Ltd Current 2018-07-06
LAWRENCE REGINALD SAWYER Rimbal Investment Services Pty Ltd Current 2018-07-06
MICK STEFFAN Rimbal Investment Services Pty Ltd Current 2018-07-06

Competitor

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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.