Financial Adviser
· MIRANDA, NSW
James Patrick Rabbitt
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311392
James Patrick Rabbitt is a financial adviser based in Miranda, New South Wales, with 19 years of experience in the financial services industry. James is currently authorised under S & R Financial Services Pty Limited. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Deakin University. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
FINSIA
2010
Bachelor of Business (Financial Planning) with Honours Class 2B
RMIT University
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2019
Master of Financial Planning
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional