Financial Adviser · SYDNEY, NSW

James Mcgregor

35 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000263977

James Mcgregor is a financial adviser based in Sydney, New South Wales, with 35 years of experience in the financial services industry. James is currently authorised under Apt Wealth Partners 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 Certified Financial Planner CFP from Financial Planning Association of Australia. James is a member of Chartered Institute for Securities & Investment (CISI) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1988

Bachelor of Arts (Economics)

University of New England

1990

Graduate Diploma in Applied Finance and Investment

Financial Services Institute of Australasia

1993

Diploma of Financial Planning

Deakin University

1994

Certified Financial Planner CFP

Financial Planning Association of Australia

2005

Self Managed Superannuation Funds

Tribecca Learning(Aust)

Registration History

Apt Wealth Partners Pty Ltd

Jun 2013 - Present Current

Bridges Financial Services Pty Limited

Mar 2004 - May 2013 Ceased

Source: ASIC Financial Advisers Register