Financial Adviser
· GOSFORD, NSW
James Darling
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234988
James Darling is a financial adviser based in Gosford, New South Wales, with 14 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 Bachelor of Commerce (Financial Accounting) from University Newcastle. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Financial Accounting)
University Newcastle
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2016
928 Margin Lending
Other - Kaplan Professional
2016
Self-Managed Superannuation Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register