Financial Adviser
· SYDNEY, NSW
John James Livas
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245008
John James Livas is a financial adviser based in Sydney, New South Wales, with 38 years of experience in the financial services industry. John is currently authorised under Professional Investment Services Pty Ltd. John 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 Graduate Diploma in Financial Planning from University of the Sunshine Coast. John is a member of Fellow Chartered Financial Practitioner (FChFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Graduate Diploma in Financial Planning
University of the Sunshine Coast
2008
ASX Listed Products Accreditation Course
ASX and Savings Factory
2010
Margin Lending and Geared Investments
Kaplan Professional
2017
Fellow Chartered Financial Practitioner Program
AFA Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
Source: ASIC Financial Advisers Register