1. Adviser Profile
James Purcell
Authorised Representative No. 339093
Fountain Gate Nominees Pty Ltd
Corporate Authorised Representative No. 253418
Your Adviser
Profile Fountain Gate Nominees Pty Ltd has been operating as an insurance
agency in the Eastern Suburbs of Melbourne and in Gippsland over the
past 20 years. In recent years Fountain Gate Nominees has expanded its
services to assist clients throughout Australia.
James Purcell has been individually authorised (Representative Number
339093) to provide financial product advice and deal in all of the below
mentioned categories as an employee of Fountain Gate Nomineeson
behalf of Aon Hewitt Financial Advice Limited.
Experience James Purcell has a joined Fountain Gate Nominees Pty Ltd in 2011 after
gaining industry experience over the previous four years.
James has extensive knowledge of personal risk insurance that will
enable him to assist his client’s to meet their risk insurance needs.
Qualifications Bachelor of Business and Commerce
Diploma of Financial Services (Financial Planning)
Contact details Physical address: 12 Stanhill Drive, Cranbourne South VIC 3977
Email: jpurcell@fountaingateib.com.au
Phone: 03 9782 2969
Mobile: 0402 005 506
Fax: 03 9775 7096
Authorisations
James is authorised to provide financial product advice and deal in the following:
i. life products including:
a. investment life insurance products as well as any products issued by a Registered Life
Insurance Company that are backed by one or more of its statutory funds; and
b. life risk insurance products as well as any products issued by a Registered Life Insurance
Company that are backed by one or more of its statutory funds;
2. Aon Hewitt Financial Advice Limited
Australian Financial Services Licence No. 239183 | ABN 13 091 225 642
This Adviser Profile has been authorised for distribution by Aon Hewitt Financial Advice Limited.
Date: 1 November 2012 Version: 2.0
Fees and charges
Initial consultation Free of charge
Advice preparation The actual fee for the preparation of advice will vary depending on the
complexity of your situation and the advice required.
Prior to you agreeing to proceed with the preparation of a Statement of
Advice, the actual fee will be quoted to you.
Implementation The actual fee will be stated in the Statement of Advice and agreed with
you prior to the placement of your investments.
Risk Advice Aon Hewitt Financial Advice Limited may be entitled to receive
commissions and other benefits, paid to them by the companies, upon
the placement of policies. Fountain Gate Nominees Pty Ltd will receive
a percentage of these commissions and benefits.
The above is a guide only and full details of commissions and any other
benefits will be disclosed upon recommendation of products.
Consulting fees $165 per hour
For any other service you require that is not specified above, we will
charge you at the above hourly rate.
Commissions Refer to the Financial Services and Credit Guide for a detailed
explanation of commissions that may be paid to Fountain Gate
Nominees by product issuer(s).
James is an employee of Fountain Gate Nominees Pty Ltd and receives a salary, plus James receives up to
100% of Fountain Gate Nominee’s share of the remuneration.
Note: All fees and charges quoted are inclusive of GST.