Financial Adviser
· SYDNEY, NSW
James Packman
No disciplinary history on record with ASIC
SYDNEY,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004790
Licensee
Sydney, NSW (licence address on ASIC register)
About James Packman
James Packman is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry since 2008. James is currently authorised under Australian Financial Advisory Solutions. 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 Bachelor of Commerce and Economics from Macquarie 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
2001
Bachelor of Commerce and Economics
Macquarie University
2008
Diploma of Financial Planning
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Planning
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register