Financial Adviser
· NEWCASTLE, NSW
James Edward Millard
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469010
James Edward Millard is a financial adviser based in Newcastle, New South Wales, with 19 years of experience in the financial services industry. James is currently authorised under Synchron Advice 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 Bachelor of Commerce from The University of 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
The University of Newcastle
2007
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2010
Self Managed Superannuation Funds
Kaplan Education Pty Limited
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register