Financial Adviser · SYDNEY, NSW

James Broomhead

20 Years experience
ASIC Registered · ADV 001000760

James Broomhead is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. James is currently authorised under Bell Potter Securities Limited. James holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Level 1 Accredited Derivatives Adviser from ASX.

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

2004
Level 1 Accredited Derivatives Adviser
ASX
2004
SDIA Accreditation Program Assessment
SDIA / Deakin University
2011
Margin Lending and Geared Investments
Kaplan Professional Education

Registration History

Oct 2006 - Present Current

Source: ASIC Financial Advisers Register