James Penner

Financial Adviser

ASIC adviser number:
000245133
Qualifications and training:

1998, Diploma of Financial Planning, Diploma (AQF 5), Financial Planning Association of Australia (FPA)
2005, ASX Listed Products Accreditation Course, Other, Savings Factory
2014, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
2003
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Suite 1, 274 River St
Ballina  NSW  2478
AFS licence holder name:
Fortnum Private Wealth Ltd
AFS licence number:
000357306
Licence controlled by:
Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».