James Orr

Phone Number: 0415 391 820

Diploma of Financial Planning

Advanced Diploma of Financial Planning

Bachelor of Commerce (Finance)

Authorised Representative Number:1245981
Credit Representative Number:490337
Qualifications:
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Bachelor of Commerce (Finance)
Professional Memberships
  • FPA – Financial Planning Association

I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:

  • Commercial loans
  • SMSF loans
  • Aged care
  • Employer super
  • Exchange traded funds (ETF) and Listed investment companies (LIC)
  • Goals based investing
  • Limited Managed Discretionary Account service
  • SMSF borrowing
  • Investor directed portfolio services
  • Loans including mortgages and personal loans, reverse mortgages and deposit bonds

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I Am Paid

I receive the following from our practice:

  • Salary and bonus

I am paid a salary and bonus for meeting targets.

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