Financial Adviser
· NORTH SYDNEY, NSW
Kieren James
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273409
About Kieren James
Kieren James is a financial adviser based in North Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Kieren is currently authorised under Fortnum Advice. Kieren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kieren's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Kieren 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
1998
Bachelor of Commerce (Banking and Finance)
University of Canberra
2002
Graduate Diploma in Financial Planning
Securities Institute Australia (SIA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2019
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Master of Business Administration
Royal Melbourne Institute Of Technology
2022
SuperConcepts Specialist SMSF Course
University of Adelaide
Registration History
Source: ASIC Financial Advisers Register