Financial Adviser
· SYDNEY, NSW
James Edward Dunlop
No disciplinary history on record with ASIC
26
Years experience
ASIC Registered · ADV 001234545
James Edward Dunlop is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. James is currently authorised under Australia And New Zealand Banking Group Limited. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma in Financial Planning from FINSIA.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only.
Qualifications and Training
1997
Post Grad Diploma Financial Planning
FINSIA
2000
Graduate Diploma in Financial Planning
FINSIA
Registration History
Securities - Class of product advice only.
Source: ASIC Financial Advisers Register