Financial Adviser
· AVOCA BEACH, NSW
James Mohi Tarawhiti
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004027
James Mohi Tarawhiti is a financial adviser based in Avoca Beach, New South Wales, with 19 years of experience in the financial services industry. James is currently authorised under Count Financial Limited. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning from Mentor Education. 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning
Mentor Education
2012
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
Registration History
Not authorised to provide personal advice on Securities and Standard Margin Lending Facility.
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register