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- Financial Advisers Australia (FAA)
- Rayden Montgomery James
Rayden Montgomery James
- Name
- Rayden Montgomery James
- ID
- 328205
- ABN
- –
- First Provided Advice
- 2008
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Bachelor of Business (Banking and Finance) - - QUT
- 2007 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services
- 2009 - Master of Commerce (Financial Planning) - - Griffith University
- 2009 - SMSF Accreditation - - Kaplan
- 2018 - TASA 2009 and the Code of Professional Conduct - - Tax Institute
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- July 7, 2014
- Ceased
- July 15, 2016
- Status
- Ceased
- Licence Holder
- Aps Melb Pty Ltd (#225982)
- Commenced
- March 21, 2012
- Ceased
- Sept. 28, 2012
- Status
- Ceased
- Licence Holder
- Custom Wealth Solutions Dealer Services Pty Ltd (#301642)
- Commenced
- Sept. 6, 2013
- Ceased
- July 7, 2014
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Sept. 28, 2012
- Ceased
- Sept. 5, 2013
- Status
- Ceased
- Licence Holder
- Retirewell Financial Planning Pty. Ltd. (#247062)
- Commenced
- July 28, 2008
- Ceased
- Feb. 10, 2012
- Status
- Ceased
- Licence Holder
- Sentinel Private Wealth Pty Ltd (#344762)
- Commenced
- Aug. 16, 2016
- Ceased
- Feb. 12, 2018
- Status
- Current
- Licence Holder
- Super Strategists (afsl) Pty ltd (#503085)
- Commenced
- Feb. 13, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities