Financial Adviser
· SYDNEY, NSW
James Jung
No disciplinary history on record with ASIC
SYDNEY,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302374
James Jung is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry since 2024. James is currently authorised under GPS Wealth. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Master of Financial Planning from Kaplan Higher Education.
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
2018
Bachelor of Commerce (International Business and Marketing)
Macquarie University
2018
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Master of Financial Planning
Kaplan Higher Education
Registration History
Restricted to General Advice Only
Appointed as a Provisional Adviser (subject to Capstone's policy and under the supervision of a senior Capstone Adviser). This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Source: ASIC Financial Advisers Register