Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

James Frederick Williamson

21 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000293966

James Frederick Williamson is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. James is currently authorised under Psk Advisory 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 Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT). James is a member of SMSF Association (SMSFA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
FINSIA
2010
SMSF Association Specialist Accreditation Program
SMSF Association
2010
SSA
Professional Designations - SMSF Association
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2019
FPC003 Superannuation and Retirement Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Sep 2023 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Wealthaven Pty Ltd
Jun 2018 - Sep 2023 Ceased
Charter Financial Planning Limited
Nov 2008 - Jun 2018 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register