Financial Adviser · DEAKIN, ACT

James Wearn

4 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001295480

James Wearn is a financial adviser based in Deakin, Australian Capital Territory, with 4 years of experience in the financial services industry. James is currently authorised under Fiducian Financial Services Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds a Graduate Diploma of Financial Planning from Kaplan. James is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Margin Lending.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Graduate Diploma of Financial Planning

Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2022 - Present Current

Not authorised to provide advice on Margin Lending.

Source: ASIC Financial Advisers Register