Financial Adviser
· SYDNEY, NSW
James Yankaiya
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246644
James Yankaiya is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. James is currently authorised under Australia And New Zealand Banking Group Limited. 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 Bachelor of 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
Restrictions: Securities - Class of product advice only.
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Economics
Macquarie University
2015
FNS50611 Diploma of Financial Planning
Pinnacle Financial Services Academy
2017
Advanced Diploma of Financial Planning FNS60415
Mentor education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Superannuation - All excludes Self Managed Superannuation Funds
ADVISER NETWORK PTY LTD
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register