James Francis Barratt
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260797
- Location
- Adelaide SA 5000
- Licensee
- MBFS Pty Ltd (AFSL 420378)
- Authorised since
- 12 June 2012
- First provided advice
- 2004
- Qualifications
- Bachelor Od Education, Sa College of Advacced Education (1989); Advanced Diploma of Financial Services, KAPLAN (2012); Ethics, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Francis Barratt
James Francis Barratt is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000260797.
The licensee James advises under is MBFS Pty Ltd (AFS licence 420378). That authorisation dates from 12 June 2012.
According to the register, James first provided financial advice in 2004. Qualifications and training on file include Bachelor Od Education (Sa College of Advacced Education, 1989), Advanced Diploma of Financial Services (KAPLAN, 2012) and Ethics (Kaplan, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Francis Barratt a registered financial adviser?
Yes. James Francis Barratt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260797.
Which licensee does James Francis Barratt work under?
MBFS Pty Ltd, Australian financial services licence 420378.
What can James Francis Barratt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.