Financial Adviser
· EDGECLIFF, NSW
James David Brescia
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000350824
James David Brescia is a financial adviser based in Edgecliff, New South Wales, with 16 years of experience in the financial services industry. James is currently authorised under Bongiorno Wealth Management 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). Their qualifications include a CFP Certification Program from Financial Advice Association of Australia Limited. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Financial Planning)
The University of Wollongong
2009
Foundation Tax Course
The Taxation Institute Australia
2012
CFP Certification Program
Financial Advice Association of Australia Limited
2015
Accredited Aged Care Professional
Aged Care Steps
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
W B FINANCIAL MANAGEMENT PTY LTD
SPECTRUM WEALTH ADVISERS PTY LTD
Source: ASIC Financial Advisers Register