Financial Adviser · NORTH STRATHFIELD, NSW

Stephen James

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249025

Stephen James is a financial adviser based in North Strathfield, New South Wales, with 27 years of experience in the financial services industry. Stephen is currently authorised under Lifespan Financial Planning Pty Ltd. Stephen 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 Economics from Macquarie University. Stephen is a member of SPAA.

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

1995

Bachelor of Economics

Macquarie University

2003

Diploma of Financial Planning

FPA

2014

Margin Lending

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2020 - Present Current

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Nov 2017 - Jun 2020 Ceased

A.C.N. 140 520 225 PTY LTD

Nov 2015 - Nov 2017 Ceased

APS MELB PTY LTD

Apr 2014 - Oct 2015 Ceased

Akumin Financial Planning Pty Limited

Jan 2004 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register