Financial Adviser
· CARINGBAH, NSW
Jim Fairhall-dickie
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000289662
Jim Fairhall-dickie is a financial adviser based in Caringbah, New South Wales, with 20 years of experience in the financial services industry. Jim is currently authorised under Aureus Private Wealth Pty Ltd. Jim 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 Master of Financial Planning from Kaplan Professional. Jim 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
AMP Financial Services
2007
Advanced Diploma of Financial Planning
AMP Financial Services
2009
Certificate IV in Financial Services
Mortgage and Finance Association of Australia
2018
Master of Financial Planning
Kaplan Professional
2024
Accredited Aged Care Professional
Aged Care Steps
Registration History
A.C.N. 603 037 510 PTY LTD
IPRAXIS PTY LTD
Source: ASIC Financial Advisers Register