Financial Adviser · CARINGBAH, NSW

James Mcgregor Hayes

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000336837

James Mcgregor Hayes is a financial adviser based in Caringbah, New South Wales, with 16 years of experience in the financial services industry. James is currently authorised under Charter Financial Planning 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

SMSF Course

SmartSuper

2009

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2013 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

APS MELB PTY LTD

Feb 2012 - May 2013 Ceased

Hillross Financial Services Limited

Apr 2009 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register