Financial Adviser
· SYDNEY, NSW
James Wentworth Bucknell
No disciplinary history on record with ASIC
SYDNEY,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294930
About James Wentworth Bucknell
James Wentworth Bucknell is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. James is currently authorised under United Advice, operating through United Advisory. 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 Business (Accounting) from Western Sydney 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Accounting)
Western Sydney University
2005
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register