Financial Adviser
· SYDNEY, NSW
James Harley Chalmers
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268181
James Harley Chalmers is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. James is currently authorised under Ethinvest Pty. Limited. 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 Master of Public Health from The University of Queensland.
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
2002
Bachelor of Physiotherapy
University of South Australia
2010
Master of Public Health
The University of Queensland
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register