Financial Adviser
· SYDNEY, NSW
James Mitchell Fowler
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311412
James Mitchell Fowler is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. James is currently authorised under Bluewater Financial Advisors 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 Masters of Applied Finance from Charles Sturt University.
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
2011
Margin Lending Geared Investments
Kaplan
2012
Principles of SMSF
IIT
2017
Australian Taxation & Commercial Law
IIT
2017
Planning Ethics & Taxation
IIT
2022
Masters of Applied Finance
Charles Sturt University
2023
Graduate Diploma Financial Planning
Charles Sturt University