Financial Adviser
· SYDNEY, NSW
James Henry Walker
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258710
James Henry Walker 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 Viridian Advisory 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 Bachelor of Business (Accounting) from Southern Cross University. James 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Advanced Diploma in Accounting
TAFE
2003
8 Unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2003
Equivalent to Diploma of Financial Planning
Deakin University
2007
Self Managed Superannuation Funds
Kaplan Education
2010
Accredited Derivatives Adviser Level 1
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2011
Bachelor of Business (Accounting)
Southern Cross University
2011
Bachelor of Business
Southern Cross University
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education