Financial Adviser
· NORTH SYDNEY, NSW
James Thomas Fenwicke
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336323
James Thomas Fenwicke is a financial adviser based in North Sydney, New South Wales, with 17 years of experience in the financial services industry. James is currently authorised under Fenwicke Financial Services 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 Certified Financial Planner from Financial Planning Association of Australia Ltd. 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
1988
Bachelor of Economics
Sydney University
1991
Graduate Diploma in Applied Finance and Investment
The Securities Institute Australia
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Certified Financial Planner
Financial Planning Association of Australia Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan